Daniel Millman is a registered investment advisor at Capital Markets Iq, LLC, based in Mellville, NY, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 827 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Markets IQ charges a percentage of your portfolio annually, typically ranging from 0% to 2.80%, billed quarterly. The fee can be calculated based on the portfolio's value at the end of the quarter or the average balance during the quarter. Some clients may have negotiated a tiered fee schedule where the percentage decreases as the portfolio value increases. International clients may incur a one-time set-up fee and have a minimum annual fee.
Location
200 Broadhollow Road, Suite 207, Mellville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is the CEO of Noblestone Capital, LLC, involved in real estate investing and business consulting, dedicating full-time hours. He also manages several real estate entities and owns rental properties, while spending minimal time on Noblestone Insurance Services, LLC, which sells fixed index annuities and life insurance.
Employment History
Current Registrations
Capital Markets Iq, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations5 states
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