Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RCA uses the value of the account as of the last business day of the billing period to determine the advisory fee. These fees are negotiable. Clients are responsible for third-party fees such as custodian and brokerage fees. The annual fees are: Income Portfolio 0.80%, High Income Portfolio 0.90%, Income & Growth Portfolio 1.00%, Moderate Growth Portfolio 1.10%, Aggressive Growth Portfolio 1.20%, Multisector Equity Portfolio 1.20%. There is an account minimum of $100,000, which may be waived by RCA in its discretion.
Areas of Practice
Advisor Information
Office location
1450 Brickell Avenue, Suite 2900, Miami, FL, 33131
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel is dually associated with affiliate RIA MORA Wealth Management and spends time proportionally between the broker-dealer and RIA. He is also the sole owner of Richmond Capital Advisors LLC, an online-only RIA, dedicating a few hours per week to it.