Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Fees for Institutional Advisory Services are generally subject to negotiation. USI Securities may receive compensation from the Program Sponsor selected by the Institutional Client, who calculates and deducts fees directly from client accounts. Some scenarios may involve the implementation of a minimum fee/charge, which will be specified in the Investment Advisory Agreement. The advisory fees will be prorated for the number of days in which the accounts were open in the event of contract termination.
Areas of Practice
Advisor Information
Office location
95 Glastonbury BLVD, Suite 102, Glastonbury, CT, 06033
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Daniel is the owner of DanBob Enterprises, LLC, an e-commerce business established in May 2023. He spends approximately 10-20% of his time sourcing products, creating listings, and managing suppliers.