Daniel Schlef
Daniel Schlef is a registered investment advisor at Cape Investment Advisory, INC., based in Mcdonough, GA, with 34 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,634 clients with $400M 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 $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
The annual fees may be negotiable.
Fee Estimator
Location
1600 Pennsylvania Ave., Mcdonough, GA, 30253
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Daniel works as an agent for Financial Independence Group (FIG) since 2022, selling insurance and fixed annuities. This takes about a quarter of his time, with most of the time spent during trading hours.
Employment History
Current Registrations
Cape Investment Advisory, INC.
American Global Wealth Management, INC.Broker
Previous Registrations
Stifel Independent Advisors, LLCBroker
Stifel Independent Advisors, LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
H&r Block Financial Advisors, INC.Broker
Lincoln Investment Planning, INC.Broker
First Gateway Securities INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.