Assets Under Management
$12.0M
Number of Clients
17
Number of Advisors
1
Average Client AUM
$706K
AUM per Advisor
$12.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
John Daniels CPA, LLC offers discretionary asset management and financial planning services. Asset management fees are based on a percentage of assets under management. Financial planning is offered on an hourly basis. The firm has a minimum account requirement of $500,000.
5902 Tidewood Ave, Sarasota, FL, 34231