Daniel Casey
Daniel Casey is a registered investment advisor at Federated Global Investment Management CORP., based in New York, NY, with 28 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 83 clients with $14B 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 $5.0M | 0.70% |
| $5.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Schedule reflects Managed Accounts and Model Portfolio Management for Large Cap, All Cap Value, and Balanced accounts. International Equity managed accounts range from 0.40% to 0.75%. Separate account schedules start at 0.30% to 0.70% with higher tier thresholds. Fees are negotiable.
Fee Estimator
Location
101 Park Avenue, Suite 4100, New York, NY, 10178
Get directionsHistory
Regulatory History (2)
Regulatory
April 1997Regulatory
September 1996Employment History
Current Registrations
Federated Global Investment Management CORP.
Federated Securities CORP.
Mdt Advisers, a Division of Federated Mdta LLC
Federated Investment Counseling
Federated Securities CORP.Broker
Federated Securities CORP.
Previous Registrations
Pimco Advisors Managed Accounts LLC
Pimco Advisors Distributors LLCBroker
Occ DistributorsBroker
State Registrations20 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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