DM
CFP
DM
CFP

Daniel Isaac Magier

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
854 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$1.8B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.50%
$25M+0.40%

Fees are negotiable and may vary based on factors like the amount of assets managed and the complexity of the engagement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Eleven Times Square, 15th Floor, New York, NY, 10036

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Next Capital Management LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Strategic Advisers, INC.
December 2015 - January 2018 · 2 yrs 1 mo
Fidelity Brokerage Services LLCBroker
October 2013 - January 2018 · 4 yrs 3 mos
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.
Daniel Isaac Magier - Financial Advisor | TrueAdvisor