Daniel Belica is a registered investment advisor at Pinnacle Wealth Advisors, based in Jacksonville, OR, with 21 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, Retirement Planning. Their firm serves 813 clients with $460M 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 $100K | 1.60% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.95% |
| $4.0M - $7.0M | 0.90% |
| $7M+ | 0.85% |
Fees may be negotiable for accounts with a market value in excess of $7,000,000. Certain clients who have rollover retirement accounts may be subject to fees of up to 1.00% of the market value of their rollover assets.
Fee Estimator
Location
Jacksonville, OR
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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 board member for Columbia Riverkeeper, a non-profit environmental group. This is a volunteer position and not investment related.
Employment History
Current Registrations
Pinnacle Wealth Advisors
Ims Capital Management
Previous Registrations
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Mkg Capital Advisors
Mkg Capital Advisors
Mkg Capital Advisors LTD.
Lincoln Financial Advisors Corporation
State Registrations1 state
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.