Daniel Yeager is a registered investment advisor at Valley Brook Capital Group, based in Pittsburgh, PA, with 7 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, Investment Management, Retirement Planning. Their firm serves 204 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
Wealth Management fees are negotiable above $6,000,000. Intelligent Portfolio Services are billed at 0.50% for accounts $5,000 and above.
Fee Estimator
Location
5500 Corporate Drive, Suite 240, Pittsburgh, PA, 15237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Daniel works as an accountant in-charge at McCall Scanlon & Tice, LLC, providing accounting and tax services. This occupies his time on a full-time basis.
Employment History
Current Registrations
Valley Brook Capital Group
State Registrations1 state
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