Daniels D'Amelio Investment Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$45,296,173
Total clients
66
41% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
66
Average account size
$686,306
About
Daniels D’Amelio Investment Management Group, LLC provides discretionary asset management, written financial planning, and retirement plan consulting to both individual investors and employer-sponsored retirement plan sponsors. The firm manages roughly $45 million in client assets and works with clients on investment planning, retirement, estate and business-related financial issues.
The firm constructs individualized portfolios that are continuously monitored and rebalanced, using a mix of fundamental, technical, quantitative and sector analysis to inform asset-allocation, fixed-income management, covered-call option strategies and REIT exposure. For retirement-plan clients the firm assists with investment policy statements, investment option evaluation, asset-allocation modeling and participant education while acknowledging ERISA fiduciary responsibilities.
What is distinctive about the firm is its provision of employer retirement-plan consulting and related corporate services—such as tax and corporate-structure advice and cost-segregation analysis—which is less common among small independent advisory firms. The brochure also discloses a prior customer dispute involving a bond portfolio settled in 2011 and notes the firm’s custodial and operational relationships with a major institutional custodian.
Client services
Fee options
Up to $5,000 for financial planning and consulting services
$500,000 - $1,499,999.99: 1.50% $1,500,000 - $9,999,999.99: 1.00% $10,000,000 - $24,999,999.99: 0.80% $25,000,000+: 0.70%
Up to $500/hour for financial planning and consulting services
Account minimum: $500,000 Fee-only: Hourly fees up to $500/hour; Flat fees up to $5,000 for financial planning and consulting
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Main office location
Daniels D'Amelio Investment Management Group, LLC
1080 E. Indiantown Road, Suite 200
Jupiter FL 33477, United States
Number of offices
1
Forms ADV
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