Advisor at Gambit Capital Management, LLC
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Firm
Gambit Capital Management, LLC
Location
Nashville, TN
Credentials
CFA®, Series 65
Industry experience
14 years
Daniel Powers is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He currently works at Gambit Capital Management, LLC, where he has been since 2022, following prior roles at SNS Financial Group and Vector Wealth Management. Outside of advising, he serves as a corporate financial analyst for a hog and row crop operation. Gambit Capital Management serves individual investors, retirement plan sponsors, and other registered investment advisers through discretionary portfolio management, financial planning, and employee benefit consulting. The firm employs a combination of fundamental and cyclical analysis to construct diversified portfolios, utilizing derivatives and borrowing within separately managed accounts.
Based on Gambit Capital Management, LLC
Outsource CIO consulting: $1,000/month; Tax preparation: $500-$2,500; Financial coaching initial consultation: $300; Ongoing coaching: $60/month
$0 - $3,000,000: 1.00% annually > $3,000,000+: 0.25% annually $0 - $20,000,000: 0.25% annually (Outside Managers) $20,000,001 - $50,000,000: 0.20% annually (Outside Managers) $50,000,001+: 0.18% annually (Outside Managers)
Account minimum: $750,000 Minimum fee: $1,500 per account per year minimum fee for Outside Manager accounts Fee-only: Investment management and financial planning fees based on AUM; tax preparation flat fees; financial coaching fixed fees; CIO consulting flat fees
Nashville, TN
Arizona · Minnesota · North Dakota · South Dakota · Tennessee · Texas
Gambit Capital Management
2022 - Present (4 years)
Sns Financial Group, Llc (D/B/A Vector Wealth Management)
2019 - 2022 (3 years)
SNS Financial Group, LLC
2011 - 2019 (8 years)
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Is active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Nashville, TN
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CFA®, Series 66
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