Daniel Snover
Daniel Snover is a ChFC-designated registered investment advisor at Pmv Capital Advisers, LLC, based in Dallas, TX, with 17 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 48 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PMV Capital Advisers charges an annual fee based on a percentage of the assets they manage. The specific fee is based on the client's circumstances, the assets managed, and the services provided, and is negotiated individually. The annual fee varies between 0.0% and 2.0%. Some client assets may not incur an annual fee if listed in writing in the client's agreement. The fee is calculated monthly, in arrears, based on the market value of the assets on the last trading day of the previous month.
Location
15660 Dallas Pkwy, Suite 1250, Dallas, TX, 75248-3335
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Regulatory History (1)
Customer Dispute
August 2023Other Business ActivitiesSells Insurance
Daniel works as an agent support representative for Compedge Financial, an insurance marketing organization, dedicating about half of his time to submitting insurance quotes. He is also the President and a 50% shareholder of PMV Capital, LLC, a holding company of an investment adviser, spending nearly full-time hours on this role.
Employment History
Current Registrations
Pmv Capital Advisers, LLC
Previous Registrations
Cabana Asset Management
Cabana Advisors, LLC
NFP Securities, INC.
Transamerica Financial Advisors, INC.
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.