Daniel Richmond
Investment Adviser Representative at CARRERA CAPITAL ADVISORS
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $0 to $500,000 | 1.40% |
| $500,001 to $1,000,000 | 0.90% |
| $1,000,001 to $3,000,000 | 0.80% |
| $3,000,001 to $5,000,000 | 0.70% |
| $5,000,001 to $10,000,000 | 0.50% |
| $10,000,001 to $20,000,000 | 0.40% |
| $20,000,001 to $50,000,000 | 0.20% |
| More than $50,000,000 | 0.00% |
Carrera Capital Advisors Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at CARRERA CAPITAL ADVISORS
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