Duff Daniels

281 Brooks Street
Laguna Beach, CA 92651
WCM Investment Management | Financial Advisor in Laguna Beach ,CA

About WCM Investment Management

WCM investment Management is committed to helping clients achieve their financial goals by utilizing a variety of disciplined techniques for security selection and portfolio construction.

Since 1976 our team of investment professionals has been meeting client objectives with innovative and intelligent investment management.

20 Years of Experience



General Information
Firm Start Year:   1976
No.of Employees:   10-19
States Licensed in:   ALL
CA
Number of Years with Current Firm:   10
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations , Investment Clubs


Services
Investment Types:   Bonds , Exchange Traded Funds (ETFs) , Stocks
I can meet clients in the following ways:   Via email , At my office , Via phone , At your office


Qualifications & Memberships
Financial Organization Memberships:   OCSIM


Firm Information
Assets Managed by Firm:   850000000


Compliance
Registered Investment Advisor:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   500000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1%
Minimum Fee Charged for Managed Accounts:   5000



FAQs

Duff Daniels

Duff Daniels

Communities Served

ALL