Daniel Gibson is a CFA-designated registered investment advisor at Msh Capital Advisors LLC, based in Dallas, TX, with 10 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,076 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MSH Capital Advisors offers investment management through both wrap and non-wrap fee programs. The fees are a percentage of the value of your portfolio and are negotiated with your advisor, up to a maximum of 2.00% per year. The fee includes investment management and ongoing advice. In wrap fee accounts, the fee also includes transaction costs. In non-wrap fee accounts, you'll pay transaction costs separately.
Location
7001 Preston Rd., Suite 250, Dallas, TX, 75205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Msh Capital Advisors LLC
M. S. Howells & CO.
M. S. Howells & CO.Broker
Previous Registrations
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
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