Daniel Pascu
Advisor at Daxmar Advisors
Updated today
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.
About
Daniel Pascu is a financial advisor at Daxmar Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked briefly at Edward Jones in 2017. Daxmar Advisors provides fee-based portfolio management primarily for individual and household accounts through separately managed accounts at third-party custodians. The firm combines fundamental research with technical analysis to manage actively traded model portfolios focused on common stocks, ETFs, and closed-end funds, and also offers consulting services and published market commentary.
Client services
Based on Daxmar Advisors
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Fee options
$250,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.85%
$500 per quarter up to 4 hours for consulting; $1,500 for 8 hours of personalized financial planning
Account minimum: $250,000 (general models), $1,000,000 (municipal bond models)
Location
Buford, GA
Most active in
Daniel P has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
N/a
2017 - Present (9 years)
Edward Jones
2017 - 2017 (1 year)
N/a
2016 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Hieu N
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