Daniel Fred is a registered investment advisor at Atcap Partners, LLC, based in New York, NY, with 29 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 218 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Maximum annual fee. No transaction fees. Transaction fees may be paid by the client, resulting in a lower AUM fee.
Fee Estimator
Location
80 Broad Street, 29th Floor, New York, NY, 10004
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Regulatory 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 self-employed at ATCAP Partners, LLC, providing investment advisory services. This takes about 10-20% of his time during trading hours, utilizing third-party management platforms.
Employment History
Current Registrations
Atcap Partners, LLC
Ceros Financial Services, INC.Broker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Solid Isg Capital Markets, LLCBroker
Roan-Meyers Associates, LPBroker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lew Lieberbaum & CO., INC.Broker
State Registrations24 states
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