DANIELS & ERICKSON FINANCIAL ADVISORS, LLC

Overview

Daniels & Erickson Financial Advisors, LLC is an independent registered investment adviser formed in 2007 that works primarily with high-net-worth individuals, families and small institutions. The firm operates as a capital allocator: it builds portfolios around public mutual funds and SMA sleeves while selectively allocating client capital to third-party alternative managers in private equity and real estate. Advisory services focus on comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of outside advisers and managers. Fee arrangements are flexible and include percentage-of-AUM billing supplemented by hourly and fixed-fee engagements when appropriate. Daniels & Erickson is not positioned as an ESG-focused investor and does not identify as a multi-state or pension consultant adviser. The firm maintains an industry relationship with accounting professionals to support integrated planning and tax-sensitive portfolio construction.

Assets & Accounts

Investments & Alternatives

Location & Offices