Daniel Drahos is a registered investment advisor at Stirlingshire Investments, based in New York, NY, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 760 clients with $180M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
23 advisors
Number of Clients
760 clients
Average Client Portfolio
$237K average
Assets Under Management
$179.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable up to 2.00%. Clients may also be charged an AIM Model Strategy Fee between 0.20% and 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
15 W 38th St., #704, New York, NY, 10018
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Regulatory History (1)
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Customer Dispute
November 2021Settled
Employment History
Current Registrations
Stirlingshire Investments
May 2024 - Present · 1 yr 11 mos
Stirlingshire Investments
May 2023 - Present · 2 yrs 11 mos
Stirlingshire InvestmentsBroker
May 2023 - Present · 2 yrs 11 mos
Previous Registrations
Harley Capital LLCBroker
September 2022 - May 2023 · 8 mos
Monmouth Capital Management LLCBroker
September 2021 - August 2022 · 11 mos
Worden Capital Management LLCBroker
June 2016 - October 2021 · 5 yrs 4 mos
Aegis Capital CORP.Broker
July 2015 - May 2016 · 10 mos
J.D. Nicholas & Associates, INC.Broker
September 2010 - July 2015 · 4 yrs 10 mos
State Registrations27 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.