Danielle Hughes is a registered investment advisor at Divine Asset Management LLC, based in Lake Hill, NY, with 32 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 3 more. Their firm serves 21 clients with $4.1M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees may be negotiated.
Lake Hill, NY
Get directionsDanielle 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.
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.