Daniels + Tansey, L.l.p.

**Background and Expertise:** Daniels + Tansey, LLP is a registered investment advisor established in Delaware. The firm specializes in providing investment advisory services, wealth management services, multi-family office services, financial planning, and matrimonial financial planning and litigation support. The firm was formed as a limited liability partnership and is subject to a fiduciary standard of care, ensuring that client interests are prioritized. The firm's partners include DeVon Daniels, Christopher F. Daniels, Susan Benson, Adele McIntosh, Christopher W. Daniels, T. Jordan Daniels, and Tim DeAngelo. **Consumer-Facing Terms:** - Minimum Investment Size: $500,000 for new accounts, but may be waived under certain circumstances. - Fee Structure: Fees are tiered based on assets under management, ranging from 0.15% to 1.25% for different account types. - Fiduciary Status: Daniels + Tansey acts as a fiduciary, obligated to act in the best interest of clients. - Investment Discretion: The firm primarily manages accounts on a discretionary basis, with full authority to make investment decisions. Non-discretionary services are available upon client request. - Custody: Client funds and securities are held with a qualified custodian, and clients receive quarterly statements directly from the custodian. - Investment Philosophy: The firm employs an active management style, focusing on risk-adjusted returns, diversification, and asset allocation tailored to client risk profiles and objectives. **Advisory Business Description:** Daniels + Tansey offers a range of services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm's investment strategies include Ultra Conservative, Conservative, Moderate, Growth, Aggressive Growth, and Fixed Income portfolios, each designed to meet different risk profiles and investment objectives. The firm emphasizes continuous monitoring, rebalancing, and customization based on client needs. This summary is based on the information provided in the brochure of Daniels + Tansey, LLP as of March 2023. For further details or inquiries, clients are encouraged to contact the Chief Compliance Officer at the firm.