Daniel Levene
Daniel Levene is a registered investment advisor at Strategic Advisers LLC, based in Boca Raton, FL, with 32 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Boca Raton, FL
Get directionsHistory
Regulatory History (2)
Financial
April 2022Customer Dispute
April 2003Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Benchmark Financial Wealth Advisors LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Hanson Mcclain Advisors
Hanson Mcclain SecuritiesBroker
Alps Distributors, INC.Broker
Pathway Strategic Advisors
Victory Advisors LLC
Brokersxpress LLC
Brokersxpress LLCBroker
Great Eastern Securities, INC.Broker
Pointe AtlanticBroker
Salomon Grey Financial Corporation
Salomon Grey Financial CorporationBroker
Jhs Capital Advisors, INC.
Sterling Financial Investment Group, INC.Broker
Jhs Capital Advisors, INC.Broker
Sterling Financial Investment Group, INC.Broker
UBS Financial Services INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Jwgenesis Securities, INC.Broker
Stanford Group CompanyBroker
Prudential Securities IncorporatedBroker
Greenway Capital CORP.Broker
State Registrations5 states
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.