Duff Daniels
WCM Investment Management

Tel: (949) 380-0200
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.


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:   Investment Clubs , Businesses , Non-Profit Organizations , Individual Investors


Services

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


Duff Daniels

Duff Daniels

Communities Served

ALL