DM

Danielle Patricia Mchugh

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
33 advisors
Number of Clients
1,139 clients
Average Client Portfolio
$20.8M average
Assets Under Management
$23.6B

Fee Structure

Financial Plan Fee:$5,000 - $75,000
Hourly Rate:$500 - $1,000/hr

Investment advisory fees are based on a percentage of assets under management, ranging up to 1.50% annually, billed quarterly in advance. Fees are negotiable. Financial planning and consulting fees range from $5,000 to $75,000 on a fixed fee basis, or $500 to $1,000 hourly. Family office services are either included in investment management fees or charged a separate fixed fee up to $300,000. Retirement plan advisory fees range from 0.20% to 0.50% annually.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY, 10017

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Regulatory History
Clean regulatory record

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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Other Business Activities

Danielle works as an advisor at Summit Trail Advisors, a registered investment advisor. This is a full-time commitment for Danielle.

Employment History
Current Registrations
Summit Trail Securities, LLCBroker
March 2017 - Present · 8 yrs 10 mos
Summit Trail Advisors, LLC
August 2016 - Present · 9 yrs 5 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2015 - March 2017 · 1 yr 6 mos
Barclays Capital INC.
March 2009 - August 2015 · 6 yrs 5 mos
Barclays Capital INC.Broker
September 2008 - August 2015 · 6 yrs 11 mos
Lehman Brothers INC.
May 2008 - October 2008 · 5 mos
Lehman Brothers INC.Broker
September 2003 - September 2008 · 5 yrs
Morgan Stanley & Co., IncorporatedBroker
April 1999 - September 2003 · 4 yrs 5 mos
Schroder & CO. INC.Broker
January 1999 - April 1999 · 3 mos
State Registrations3 states
CANYSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Danielle Patricia Mchugh - Financial Advisor | AdvisorDiscover