Daner Wealth Management, LLC

Daner Wealth Management LLC is a Registered Investment Adviser based in Alpharetta, Georgia, founded in December 2021. The firm offers investment advisory services tailored to meet clients' needs and investment objectives, including financial planning consulting services. Managed Accounts are available to individuals and high net worth individuals, with discretionary and non-discretionary investment advisory services provided through various managed account programs. The firm's assets under management as of January 24, 2025, are $176,044,000, with fees assessed quarterly based on asset size and services complexity, ranging from 0.75% to 1.25% annually. DWM does not charge performance-based fees or participate in side-by-side management. The firm requires a minimum account size of $250,000 to open and maintain an advisory account. Investment strategies incorporate asset allocation, dollar-cost averaging, technical analysis, and long-term and short-term purchases, with a focus on maintaining purchasing power over the long term. Clients are encouraged to review account statements received from the independent custodian quarterly. DWM does not vote proxies on behalf of clients and does not require prepayment exceeding $1,200 six or more months in advance.