| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees may be negotiated.
799 Central Ave, Suite 350, Highland Park, IL, 60035
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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 →Daniel is a minority owner of New Vernon Investment Management LLC and acts as general partner for several private funds, dedicating a few hours per week to securities analysis. He is also the CEO/CCO/Managing Member of New Vernon Wealth Management, a registered investment advisor, spending about half his time on this role.