Danny Strain
Danny Strain is a ChFC-designated registered investment advisor at Cape Investment Advisory, INC., based in Mcdonough, GA, with 40 years of industry experience. Danny 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 (2)
Customer Dispute
November 2023Customer Dispute
September 2023Other Business ActivitiesSells Insurance
Danny owns Elite Wealth Management Group, LLC, formed for fixed insurance sales, spending minimal time on it. He also works as an agent appointed directly with Guardian, Nationwide, Protective Life and Lincoln Financial for fixed insurance sales, dedicating a few hours per week.
Employment History
Current Registrations
Cape Investment Advisory, INC.
Cape Securities INC.Broker
Previous Registrations
Resource Horizons Investment Advisory, INC.
Resource Horizons Group, L.L.C.
Resource Horizons Group LLCBroker
Pan-American Financial AdvisersBroker
Aura Financial Services, INC.Broker
Proequities, INC.Broker
Equity Services, INC.Broker
Equity Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations2 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.