Daniel O'halloran
Daniel O'halloran is a registered investment advisor at Asset Strategies, INC, based in Lisle, IL, with 40 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management. Their firm serves 183 clients with $50M 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 | 1.00% |
| $500K+ | 0.75% |
The investment advisory fee is negotiable at Registrant’s discretion, depending upon objective and subjective factors.
Fee Estimator
Location
4722 Main St., Lisle, IL, 60532
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2000Other Business ActivitiesSells Insurance
Daniel is involved with Kando Partners Inc., Chicago Business Managers LLC, Chicago Capital Management Advisors LLC, and Upward Foundation. He is also affiliated with American Trust Insurance Group, Inc. and American Trust Investment Advisory Group, and sells fixed insurance products.
Employment History
Current Registrations
Asset Strategies, INC
American Trust Investment Services Advisory, INC.
American Trust Investment Services, INC.Broker
Chicago Capital Management Advisors, LLC
Previous Registrations
Asset Strategies, INC
American Trust Investment Services Advisory
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Barron Chase Securities, INC.Broker
Vanderbilt Securities, INC.Broker
B C Financial CorporationBroker
Blinder, Robinson & CO., INC.Broker
State Registrations42 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.