Daniel Shanahan
Daniel Shanahan is a registered investment advisor at Modern Capital Advisors, LLC, based in Raleigh, NC, with 25 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,561 clients with $290M 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 - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
Raleigh, NC
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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 ActivitiesSells Insurance
Daniel is a General Agent for Ohio National Insurance since 2019, focusing on life and disability insurance. He spends a few hours per week recruiting and offering products to advisors.
Employment History
Current Registrations
Modern Capital Advisors, LLC
Liberty Partners Financial Services, LLC
Liberty Partners Financial Services, LLCBroker
Modern Capital Securities INC.Broker
Previous Registrations
Modern Capital Advisors, LLC
Liberty Partners Financial Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Farm Vp Management CORP.Broker
State Registrations15 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.