Daniel Leigh is a registered investment advisor at Amerity Wealth Management, LLC, based in Cheltenham, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 659 clients with $280M 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 $750K | 2.10% |
| $750K - $2.0M | 1.60% |
| $2M+ | 1.10% |
Fees are negotiable. The schedule includes a 0.10% platform fee. Fees for the Foundations Investment Advisors platform are slightly higher. Fees for Third-Party Asset Managed Platforms are higher still. Fees for Pontera Solution Platform are lower.
Fee Estimator
Location
Cheltenham
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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.
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Daniel is a member and owner of Vegan Brit LLC, a Delaware-filed LLC providing business development services. Currently, Daniel devotes minimal time to this business, primarily maintaining the entity.
Employment History
Current Registrations
Amerity Wealth Management, LLC
State Registrations1 state
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