Daniel Wallick is a registered investment advisor at Wallick Investments, LLC, based in Columbia, SC, with 20 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 249 clients with $130M 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 | 1.40% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees may be negotiable. Clients who joined Wallick Investments before August 2022 received a discount to offset licensing fee Wallick Investments receives associated with Inspire’s EFT FDLS. The fees listed are for aggressive portfolios. Moderately Aggressive, Growth, Moderate, Balanced, Conservative, Very Conservative, Defensive, and 401K Plans have lower fees.
Fee Estimator
Location
2118 Lincoln Street, Columbia, SC, 29201
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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
Wallick Investments, LLC
Previous Registrations
Compass Capital Asset Management
State Registrations2 states
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