Phillip Daniels
Phillip Daniels is a CFP-designated registered investment advisor at Brand Asset Management Group, INC., based in Chesterfield, MO, with 21 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 355 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BAMG's fees for investment management are based on the value of your portfolio and are charged quarterly in advance.
Mosaic Wealth Management & Institutional Advisory
- First $3,000,000: 1.00% per year
- Next $3,000,000: 0.80% per year
- Next $4,000,000: 0.60% per year
- Over $10,000,000: 0.40% per year
There is a minimum quarterly fee of $11,500, which includes advisory services, estate, and tax planning. The minimum quarterly fee can be reduced to $9,500 for advisory services and one Mosaic offering, or $7,500 for advisory services alone.
Brand Family Office
- First $20,000,000: 0.40% per year
- Next $30,000,000: 0.20% per year
- Over $50,000,000: 0.15% per year
Fees are negotiable based on the services you require, the type of assets held, prior relationships, and the intention to have BAMG manage additional assets in the future.
Location
16090 Swingley Ridge Road, Suite 400, Chesterfield, MO, 63017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Brand Asset Management Group, INC.
State Registrations3 states
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