Gregory Daniel Van Wyk

Daniel Investment Associates, LLC

22 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Daniel Investment Associates, LLC

Compensation

Fee-Only (AUM)

Firm Size

1 advisor

Number of Clients

35 clients

Average Client Portfolio

$6.3M average

Assets Under Management

$220.5M

Fee Structure

Minimum Investment:$10M

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $5.0M	1.00%
$5.0M - $10.0M	0.80%
$10M+	0.40%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

923 Saint Vincent Avenue, Suite B, Santa Barbara, CA, 93101

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History

Regulatory History (1)

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Regulatory

January 2021

Final

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Other Business Activities

Gregory maintains his certification as an accountant (CPA) but is inactive.

Employment History

Current Registrations

Daniel Investment Associates, LLC

May 2011 - Present · 14 yrs 9 mos

Previous Registrations

Kobo Wealth Conservancy

March 2015 - March 2020 · 5 yrs

Fiduciary Investment Council, LLC

November 2012 - June 2015 · 2 yrs 7 mos

Pacific Pointe Advisors LLC

August 2009 - March 2011 · 1 yr 7 mos

Manchester Capital Management LLC

January 2003 - September 2009 · 6 yrs 8 mos

Manchester Capital Management LLC

October 2002 - December 2002 · 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.