| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
All fees are negotiable.
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Learn about disclosures →Daniel is a Portfolio Advisor for Advisory Investor Services, LLC, dedicating about 10-20% of his time. He is also a Business Development Manager and Registered Representative with Miura Capital LLC, and owns a percentage of Eagle Run Office, LLC, a real estate investment, spending minimal time on it.