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Daniel Eulate

12 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
25 advisors
Number of Clients
719 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $20.0M0.75%
$20.0M - $50.0M0.60%
$50M+0.50%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,000
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Location

1450 Brickell Avenue, Suite 2900, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Daniel is the manager of Dakhill LLC, a company that invests in restaurant businesses. He receives no compensation and devotes no time to this activity.

Employment History
Current Registrations
Boreal Capital Securities LLCBroker
October 2020 - Present · 5 yrs 4 mos
Boreal Capital Management LLC
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Andbanc Advisory LLC
October 2013 - April 2018 · 4 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.