Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges an annual fee based on a percentage of assets under management. This fee varies between 0.0% and 2.0% and is calculated monthly in arrears. The advisory fee is based on the relationship, assets managed, and services provided, and is negotiated on an individual basis. Some client assets may not incur an annual fee if listed in writing in the client's agreement. Clients may also incur custodial fees and other third-party charges. The firm may also charge an administrative expense in the form of a flat fee payable monthly. The firm generally imposes a minimum portfolio value for its investment management services, but may waive it at its discretion.
Areas of Practice
Advisor Information
Office location
15660 Dallas Pkwy, Suite 1250, Dallas, TX, 75248-3335
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Customer Dispute
August 2023Other Business ActivitiesSells Insurance
Daniel works as an agent support representative for Compedge Financial, an insurance marketing organization, dedicating about half of his time to submitting insurance quotes. He is also the President and a 50% shareholder of PMV Capital, LLC, a holding company of an investment adviser, spending nearly full-time hours on this role.