Daniel Cozano is a registered investment advisor at One Capital Management, LLC, based in San Francisco, CA, with 8 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,435 clients with $7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client. No additional investment management fee will be charged on client assets invested in affiliated products.
Fee Estimator
Location
101 Montgomery Street, Suite 2400, San Francisco, CA, 94104
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Regulatory 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 →Employment History
Current Registrations
One Capital Management, LLC
Previous Registrations
Fundx Investment Group, LLC
State Registrations1 state
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