Daniel Segal is a CFA-designated registered investment advisor at Linden Thomas Advisory Services, LLC, based in Charlotte, NC, 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 2 more. Their firm serves 1,590 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Linden Thomas Advisory Services (LTAS) offers investment management services through three programs:
- Separately Managed Account Platform: LTAS delegates investment selection to outside managers, while overseeing asset allocation and client relationships. Fees range from 0.20% to 1.6% annually.
- LTAS Managed Index Program: LTAS uses its own enhanced-index process. Fees range from 0.20% to 1.6% annually.
- Passive Index Program: LTAS uses Vanguard and DFA index funds. Fees range from 0.0% to 1.6% annually.
Fees are calculated and charged quarterly in advance, based on the portfolio value at the end of the previous quarter.
Location
516 North Tryon Street, Suite 200, Charlotte, NC, 28202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Linden Thomas Advisory Services, LLC
State Registrations1 state
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