| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.90% |
| $1.0M - $3.0M | 1.70% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees negotiable for assets above $5 million.
1459 Stuart Engals Blvd, Suite 301, Mt. Pleasant, SC, 29464
Get directionsNo 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 →Daniel is the sole owner and president of Webster Financial and Tax Advisory Group, recommending non-securities insurance products to clients and spending minimal time on insurance sales. He is also a partner in Fusion Realty, LLC, a real estate entity owning commercial properties, dedicating minimal time to this activity.