James Danko
James Danko is a registered investment advisor at Private Client Services, LLC, based in McMurray, PA, with 27 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
3402 Washington Road, Suite 301, McMurray, PA, 15317
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business ActivitiesSells Insurance
James is the Vice President and Chief Compliance Officer for Fragasso Financial Advisors, dedicating nearly full-time hours to this role. He also works as a wrestling official at various high schools for a few hours per week, is an independent insurance agent for minimal time, and is the President of Danko Financial LLC, spending about three-quarters of his time servicing advisory clients and running the business.
Employment History
Current Registrations
Private Client Services, LLC
Private Client Services, LLCBroker
Fragasso Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Dreyfus Investment Services CorporationBroker
Meyers Pollock Robbins, INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.