Advisor at Money Concepts Capital Corp
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Longview, TX 75605
Credentials
Series 63, Series 65
Industry experience
28 years
Danielle Traylor is a financial advisor with Money Concepts Capital Corp in Longview, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Money Concepts Capital Corp since 2016. Outside of her advisory role, she is a partner at Bockmon Insurance Agency in Texarkana, where she is involved in sales and management of life, health, and long-term care insurance. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers a variety of managed programs using model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.
Based on Money Concepts Capital Corp
Based on Money Concepts Capital Corp
$10,000 - $999,999: 0.8125% annually (0.203125% quarterly) GPS Program typical fee is 2.5% annually but varies; GPS - Retirement Plan Network 1.3% annually $1,000,000 - $2,999,999: 0.625% annually (0.15625% quarterly) typical GPS Program fee; GPS - Retirement Plan Network 1.3% annually $3,000,000 - $4,999,999: 0.5625% annually (0.140625% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $5,000,000 - $9,999,999: 0.475% annually (0.11875% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $10,000,000+: 0.375% annually (0.09375% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $10,000 - $49,999: 1.8% annually (0.45% quarterly) Managed Allocation Program $50,000 - $99,999: 1.6% annually (0.4% quarterly) Managed Allocation Program $100,000 - $499,999: 1.5% annually (0.375% quarterly) Managed Allocation Program $500,000 - $999,999: 1.25% annually (0.3125% quarterly) Managed Allocation Program $1,000,000+: 1.0% annually (0.25% quarterly) Managed Allocation Program $10,000 - $999,999: 1.3% annually (0.325% quarterly) MAP Advisor Assisted Program and World Class Pension Program $1,000,000 - $2,999,999: 1.0% annually (0.25% quarterly) MAP Advisor Assisted Program and World Class Pension Program $3,000,000 - $4,999,999: 0.9% annually (0.225% quarterly) MAP Advisor Assisted Program and World Class Pension Program $5,000,000 - $9,999,999: 0.75% annually (0.1875% quarterly) MAP Advisor Assisted Program and World Class Pension Program $10,000,000+: 0.6% annually (0.15% quarterly) MAP Advisor Assisted Program and World Class Pension Program
Commission-based compensation from sale of securities and insurance products as registered broker-dealer and insurance agency
Consulting fees negotiated client-by-client; not to exceed $450/hour
Account minimum: $10,000 Minimum fee: Minimum quarterly fee of $62.50 for GPS Program; minimum quarterly financial planning fee ranging from $250 to $1,000 depending on program Fee-only: Financial planning fees negotiated client-by-client; minimum quarterly fee $250-$1,000
450 E. Loop 281 Ste C 1
Longview, TX 75605
Texas
Money Concepts Capital Corp
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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