John Daniels Cpa, LLC
Assets Under Management
$12.0M
Number of Clients
17
Number of Advisors
1
Average Client AUM
$706K
AUM per Advisor
$12.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
John Daniels CPA, LLC offers discretionary asset management and financial planning services. Asset management fees are based on AUM, while financial planning is charged hourly. The firm focuses on providing tailored investment strategies and financial plans based on individual client goals and objectives.
Fee Structure
The firm charges 1.5% annually for asset management, billed quarterly. A performance-based fee of 2% annually of assets under management is charged for an active option trading strategy, plus 20% of any increase from the previous quarter (high water mark). Financial planning is available at $250 per hour. The minimum account size is $500,000. Accounts within the same household may be combined for a reduced fee.
Areas of Practice
Location
5902 Tidewood Ave, Sarasota, FL, 34231