Daniel Singh is a CFA-designated registered investment advisor at Dhyan Capital Management, based in Norwell, MA, with 8 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 10 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dhyan Capital Management charges a percentage of your portfolio annually, with the rate negotiable up to a maximum of 2.00%. The fee is calculated based on the value of your account at the end of each quarter and is billed in arrears. The fees are negotiable based on the type of client, complexity, and relationship with the advisor.
Location
Norwell, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dhyan Capital Management
Previous Registrations
Lmcg Investments, LLC
State Registrations1 state
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