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Daniel Jason Segal

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
17 advisors
Number of Clients
705 clients
Average Client Portfolio
$976K average
Assets Under Management
$688.2M

Fee Structure

Minimum Investment:$200K

AMTI charges an annual advisory fee of up to 1.75%, calculated on average daily balances and billed quarterly. Fees are negotiable based on assets invested. Clients utilizing the UMA platform may incur additional sub-advisor fees. A 1% account setup recovery fee applies to withdrawals within the first 12 months. Execution charges are temporarily waived, but other brokerage-related fees may apply. AMTI may receive compensation from fund sponsors, creating a potential conflict of interest. A 0.50% annual fee will be charged quarterly in arrears 12 months after the account has been funded with the minimum deposit requirement.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

220 Alhambra Circle, 2nd Floor, Coral Gables, FL, 33134

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2012
Final
Other Business Activities

Daniel owns 50% of Illuminating Solutions LLC, an energy consulting business, since 2014. He dedicates minimal time to this non-investment related activity, providing business management and consulting services.

Employment History
Current Registrations
Amerant Investments, INC.
February 2023 - Present · 2 yrs 11 mos
Amerant Investments, INC. Broker
February 2023 - Present · 2 yrs 11 mos
Amerant Investments, INC.
January 2023 - Present · 3 yrs
Previous Registrations
Benchmark Financial Wealth Advisors LLC
July 2017 - December 2020 · 3 yrs 5 mos
Professional Planning Services
December 2016 - July 2017 · 7 mos
American Portfolios Financial Services, INC.Broker
October 2016 - July 2017 · 9 mos
Cantor Fitzgerald & CO.Broker
February 2011 - August 2012 · 1 yr 6 mos
Seg Capital L.L.C.Broker
December 2004 - August 2009 · 4 yrs 8 mos
Seg Capital L.L.C.Broker
March 2004 - June 2004 · 3 mos
De Trading, LLCBroker
October 2003 - February 2004 · 4 mos
Spear, Leeds & Kellogg, L.P.Broker
February 2000 - January 2002 · 1 yr 11 mos
State Registrations3 states
FLILNM
AdvisorBrokerBoth
Exams
No exam information available for this advisor.