Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joseph McKellar is a financial advisor registered with Bailard, Inc. in California. Daniel has been in the financial services industry since January 2011. Daniel is a Chartered Financial Analyst. Daniel specializes in financial planning, portfolio management for individuals, investment companies, and pooled investment vehicles. Bailard, Inc. provides investment advisory services to high net worth individuals, charitable organizations, corporations or other businesses, and individuals other than high net worth.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
05/07/2015 - Present
Bailard, Inc. (FOSTER CITY CA)
Active
Inactive
Not sure Daniel McKellar is the right advisor for you? Invested Better is here to help.
