Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For managing your investments, you'll pay an annual fee based on the value of your account. The fee is 2.00% for assets between $25,000 and $500,000, 1.50% for assets between $500,001 and $1,000,000, and 1.00% for assets above $1,000,001. These fees include charges from sub-advisors, model providers, and custodians. Financial planning is billed hourly at $200/hour, and is negotiable. A minimum of $100,000 is generally required to open a discretionary asset management account, but this may be waived. Fees may be negotiable for accounts over $2.5 million or for related family accounts.
Areas of Practice
Advisor Information
Office location
44 East Broad Street, Suite 218, Bethlehem, PA, 18018
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Daniel is involved with McDermott Investment Advisors, LLC (MIA), an SEC registered investment advisory and economic consulting firm, and investment manager. This takes about half of Daniel's time and runs concurrently with his broker-dealer activity.