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How does the advisor help clients – Key Takeaways:
Daniel Capital Management, LLC provides a full range of financial services to help individuals and businesses reach their financial goals. With a team of experienced and knowledgeable advisors, the firm offers personalized solutions and ongoing support to help clients make smart financial decisions.
Facts and Insights
Daniel Capital Management, LLC was founded in 2005 and is based in New York City. The firm currently manages over $500 million in assets and has a team of 10 advisors who have an average of 20 years of experience in the finance industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
Daniel Capital Management, LLC offers a comprehensive range of financial services to its clients. These include investment management, retirement planning, tax planning, estate planning, and risk management strategies. The firm also provides financial education and personalized financial advice to help clients make informed decisions about their financial future.
Client Types
Daniel Capital Management, LLC serves a diverse range of clients including individuals, families, and businesses. The firm’s clients include high net worth individuals, small business owners, and corporations. The firm’s advisors have the expertise to address the unique financial needs of different client types and provide tailored solutions.
Fees & Compensation
The fees charged by Daniel Capital Management, LLC are based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of their clients. The firm also offers fee-based financial planning services for specific projects. Clients can expect full transparency when it comes to fees and all costs associated with their investments.
Background
Daniel Capital Management, LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). The firm is also a fiduciary, meaning they have a legal obligation to act in the best interests of their clients at all times. This gives clients the confidence and peace of mind that their advisor is always working in their best interests.
Financial Advisor Disclosures to Know
As a registered investment advisor, Daniel Capital Management, LLC is required to provide clients with full disclosure of any potential conflicts of interest, including any compensation the firm receives for recommending certain investments. The firm also discloses any disciplinary actions or regulatory sanctions taken against them to ensure full transparency and trust with their clients.