Daniel Prevett is a registered investment advisor at Stirlingshire Investments, based in New York, NY, with 5 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
15 W 38th St., #704, New York, NY, 10018
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Regulatory History
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 →Other Business Activities
Daniel owns Parallel, LLC, an agriculture services company, and spends about a quarter of his time on the business during trading hours and about a quarter of his time outside trading hours. He is also the sole owner of Safe Lock Advisors, LLC d/b/a Prevett Financial, a Kentucky Registered RIA.
Employment History
Current Registrations
Stirlingshire Investments
Previous Registrations
Capstone Wealth Advisors, LLC
Prevett Financial
State Registrations2 states
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