Daniel Power, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Daniel Power, LLC presents portfolio management services described for individual and high‑net‑worth clients, including the creation of Investment Policy Statements and ongoing portfolio monitoring. Despite those service descriptions, the firm’s Form ADV reports zero discretionary and non‑discretionary assets under management and no clients as of December 2022.
The brochure states the firm employs fundamental analysis and a long‑term trading approach and generally limits its investment recommendations to mutual funds, with strategies tailored to each client’s risk tolerance and time horizon. It also emphasizes fiduciary obligations but, unusually for an investment manager, discloses that it does not accept investment discretion over client accounts and requires clients to use a specified custodian.
Distinctive operational features in the filing include a mandatory custody relationship with Schwab Institutional and disclosure that the firm may receive research and other soft‑dollar benefits through that relationship, while also noting it does not trade client accounts and therefore cannot aggregate or block trades. The firm was formed in January 2022 and is managed by a single management person, a combination of factors that differentiates its profile from more established, discretionary investment managers.
Client services
Expertise
Fee options
1.00% annually
Main office
N Versailles PA
Advisors at this office
1
Most active in
Pennsylvania
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.
Forms ADV
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