Daniel Abramowitz is a registered investment advisor at World Equity Group, INC., based in Las Vegas, NV, with 1 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
Las Vegas, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a broker-salesperson for Millennium Commercial Properties, a real estate brokerage, and manager of Orvida Real Estate Consulting, LLC, providing real estate consulting services. He also manages Orvida Capital, LLC, a holding company, and is a manager and IAR of Orvida Investment Advisors, LLC, a registered investment advisory firm; each of these activities takes about a third of his time.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Orvida Investment Advisors
State Registrations2 states
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