TrueAdvisor
TrueAdvisor
DH
DH

Danielle Hughes

Divine Asset Management LLC
33 Years of Experience
Lake Hill, NY
1 Disclosure
View SEC Summary
View SEC Summary

Danielle Hughes is a registered investment advisor at Divine Asset Management LLC, based in Lake Hill, NY, with 33 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 35 clients with $6.6M in assets under management.

Divine Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
35 clients
Average Client Portfolio
$189K average
Assets Under Management
$6.6M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%

Fees are negotiable at Divine Asset Management's discretion based on account size, complexity, and related accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Lake Hill, NY

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2011
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Danielle is the CEO of Divine Asset Management, a registered investment advisor, dedicating a few hours per week to portfolio management and coaching. She also serves as an independent board member for Miller Howard Investments and as treasurer for Hudson Valley Women in Business, Inc., and provides relationship introductions for Churchill Stateside Group.

Employment History
Current Registrations
Divine Asset Management LLC
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Churchill Stateside Securities, LLCBroker
November 2022 - July 2025 · 2 yrs 8 mos
Sb Advisory, LLC
May 2021 - June 2021 · 1 mo
Sb Advisory, LLC
November 2020 - December 2020 · 1 mo
San Blas Securities LLCBroker
March 2020 - November 2022 · 2 yrs 8 mos
Essex Securities LLCBroker
March 2020 - April 2021 · 1 yr 1 mo
Empire Asset Management CompanyBroker
October 2019 - March 2020 · 5 mos
Gate US LLCBroker
July 2015 - March 2016 · 8 mos
Divine Asset Management LLC
October 2014 - December 2019 · 5 yrs 2 mos
Divine Asset Management LLC
August 2006 - December 2013 · 7 yrs 4 mos
Divine Capital Markets LLCBroker
May 2002 - October 2019 · 17 yrs 5 mos
Bnj Capital Securities CORP.Broker
January 2000 - May 2002 · 2 yrs 4 mos
M. H. Meyerson & CO., INC.Broker
April 1996 - November 1998 · 2 yrs 7 mos
M. H. Meyerson & CO., INC.Broker
December 1992 - November 1998 · 5 yrs 11 mos
Desert Mountain Securities, INC.Broker
August 1992 - October 1992 · 2 mos
Armstrong, Mckinley & Company, INC.Broker
February 1992 - August 1992 · 6 mos
Thomas James Associates, INC.Broker
December 1991 - January 1992 · 1 mo
State Registrations2 states
NJNY
Advisor

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
No exam information available for this advisor.
More financial advisors in Lake Hill, NY →All financial advisors in New York →