Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
26 advisors
Number of Clients
12,032 clients
Average Client Portfolio
$394K average
Assets Under Management
$4.7B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only

DAIC charges a Program Fee of 0.25% of the average daily net asset value for both the Standard and Custom programs. Financial advisors may charge an additional Advisory Fee up to 2.0% annually. For the Custom Program, qualified clients may opt for a performance-based fee. Accounts below minimums ($5,000/$10,000 for Standard, $25,000/$50,000 for Custom) incur annual fees. Custodial fees may apply. DTC receives fees from banks participating in the Bank Program.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

6256 Greenwich Drive, Suite 550, San Diego, CA, 92122

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nehemiah works as a valet parking attendant for LAZ Parking in San Diego, CA. This employment is outside of regular business hours and is not investment-related.

Employment History
Current Registrations
Dunham
April 2022 - Present · 3 yrs 9 mos
Dunham
August 2021 - Present · 4 yrs 5 mos
Dunham Broker
August 2021 - Present · 4 yrs 5 mos
State Registrations6 states
AZCAHINVTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Nehemiah Timothy Mcfarlin - Financial Advisor | AdvisorDiscover