Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stirlingshire's portfolio management fees are negotiable up to 2.00% of assets under management, as agreed upon by the adviser and client. The actual fee depends on the type of account, assets, and number of accounts managed. Clients are also responsible for third-party fees such as custodian, brokerage, and transaction fees. Stirlingshire may elect to invest a client’s assets in an AIM model strategy developed by Stirlingshire’s Chief Market Strategist and made available to clients through the AIM model marketplace. AIM model strategy fees collected by AIM on assets investment in a Stirlingshire model strategy are paid to Stirlingshire. Stirlingshire transfers 100% of this model strategy fee to its Chief Market Strategist.
Areas of Practice
Advisor Information
Office location
111 Bryon Ave, Berea, KY, 40403
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.
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Daniel owns Parallel, LLC, an agriculture services company, and spends about a quarter of his time on the business during trading hours and about a quarter of his time outside trading hours. He is also the sole owner of Safe Lock Advisors, LLC d/b/a Prevett Financial, a Kentucky Registered RIA.