Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm charges fees for investment advisory services. These fees are based on a percentage of assets under management. The specific percentage will depend on the size of your account and the services you receive. Additional fees may apply for certain services. Contact the firm for more details.
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Advisor Information
Office location
9820 Northcross Center Ct, 154, Huntersville, NC, 28078
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No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the principal of Tactical Wealth Advisors, LLP, a registered Commodity Trading Advisor (CTA) and Commodity Pool Operator (CPO) with several investment pools. He also owns Tactical Wealth Technology Solutions, a technology SAAS company, Tactical Wealth Finance Solutions, a private lending company, and Smart Tax Moves, a tax practice where he spends nearly full-time.