Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000.00
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. The minimum annual fee is $15,000. Standalone consulting or financial planning services are available for a fixed fee or an hourly rate, with a maximum of $450 per hour. Fees are generally negotiable. Clients may pay commissions and trading fees, plus up to $35 per trade for client-directed trades. Mutual funds and ETFs have internal expenses. Some Advisory Affiliates are independently licensed to sell insurance products and may receive commissions.
Areas of Practice
Advisor Information
Office location
850 NW Federal Highway, Ste 233, Stuart, FL, 34994
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 the manager and sole owner of The Human Geo Guy, LLC, providing tutoring services, dedicating a few hours per week. He also works as a night school teacher at RPS Academy for a few hours per week and as an AP exam scorer for College Board for one week each year.