Daniel Nigito is a CFP-designated registered investment advisor at Seia, based in Bethlehem, PA, with 40 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 9,833 clients with $23B 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.10% |
Actual fees are negotiated based on unique client objectives, complexity, and asset types. Fees for amounts over $10M are negotiable. Fixed-income portfolio schedules have lower ranges (0.25% to 1.00%).
Fee Estimator
Location
60 West Broad St., Suite 200, Bethlehem, PA, 18018
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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 ActivitiesSells Insurance
Daniel oversees operations for American Philanthropic Advisors, LLC, dedicating about a quarter of his time, and owns Nigito Financial Group, LLC, a real estate holding company, spending minimal time. He is also President of Market Street Financial Advisors, LLC, overseeing operations and fixed insurance sales, and a partner at SEIA LLC, spending full-time hours at each.
Employment History
Current Registrations
Seia
Signature Estate Securities, LLCBroker
Previous Registrations
Cedar Brook Group
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Mercap Advisors, INC.
Mercap Securities, LLCBroker
Merion Wealth Partners, LLC
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Market Street Financial Advisors, LLC
Lincoln Financial Securities CorporationBroker
Seco West LimitedBroker
Shearson Lehman Brothers INC.Broker
State Registrations9 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.
Exams
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