Daniel Segal is a registered investment advisor at Amerant Investments, INC., based in Coral Gables, FL, with 16 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,297 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Amerant Investments charges an annual advisory fee of up to 1.75% of your portfolio, calculated on average daily balances and charged quarterly. This fee is negotiable based on the total amount you invest. If you use the UMA platform through the PAS Program, you'll also pay a fee to the third-party sub-advisor, which Amerant will deduct from your account. A 1% account setup recovery fee is charged on any amounts withdrawn during the first twelve (12) months. For sub-advisory services, AMTI clients will pay a management fee of 0.50% based on the average account balance.
Location
220 Alhambra Circle, 2nd Floor, Coral Gables, FL, 33134
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Regulatory History (1)
Regulatory
June 2012Other Business Activities
Daniel owns 50% of Illuminating Solutions LLC, an energy consulting business, since 2014. He dedicates minimal time to this non-investment related activity, providing business management and consulting services.
Employment History
Current Registrations
Amerant Investments, INC.
Amerant Investments, INC.Broker
Amerant Investments, INC.
Previous Registrations
Benchmark Financial Wealth Advisors LLC
Professional Planning Services
American Portfolios Financial Services, INC.Broker
Cantor Fitzgerald & CO.Broker
Seg Capital L.L.C.Broker
Seg Capital L.L.C.Broker
De Trading, LLCBroker
Spear, Leeds & Kellogg, L.P.Broker
State Registrations3 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.