Daniel Ebert is a registered investment advisor at Aire Advisors, LLC, based in Beverly Hills, CA, with 6 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 369 clients with $1B 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 $2.0M | 0.95% |
| $2.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees are negotiable for amounts over $25,000,000. Maximum fee for international clients is 1.50%. Maximum fee when using Third Party Managers is 2.00%.
Fee Estimator
Location
9350 Wilshire Blvd, Suite 200, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2025Other Business Activities
Daniel is a board member for the Gettysburg Wrestling Alumni Board, facilitating networking between students and alumni. This requires minimal time.
Employment History
Current Registrations
Aire Advisors, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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.