Daniel Bramschreiber is a registered investment advisor at Dmk Advisor Group, INC., based in lucas, TX, with 28 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 298 clients with $84M 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 | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
lucas, TX
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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 →Other Business Activities
Daniel is affiliated with DAB Wealth Management, where his duties include due diligence, product placement, and service review. He spends a few hours per week during normal trading hours and about 10-20% of his time outside of normal trading hours on this activity.
Employment History
Current Registrations
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.Broker
Previous Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLCBroker
Great Point Advisors, LLC
Arque Capital, LTD.
Arque Capital, LTD.
Arque Capital, LTD.Broker
Fox & Company Investments INC.Broker
Fox Advisor Group
Questar Capital CorporationBroker
Questar Asset Management, INC.
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Fox & Company Investments INC.Broker
State Registrations6 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.