Daniel Stewart is a registered investment advisor at Topturn Capital, LLC, based in Monterey, CA, with 26 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 122 clients with $180M 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 | 1.50% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.50% |
Topturn may negotiate to charge a lesser investment management fee based upon certain criteria.
Fee Estimator
Location
40 Ragsdale Drive, Suite 120, Monterey, CA, 93940
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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 a general partner in Stewart Family Investments, a family investment partnership. He spends minimal time on decision-making and trading securities.
Employment History
Current Registrations
Topturn Capital, LLC
Previous Registrations
UBS Financial Services INC.
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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