Daniel Limmer is a CFP-designated registered investment advisor at Procyon, based in Shelton, CT, with 32 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,444 clients with $7.8B 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | Included |
Fees may be negotiable for accounts over $100,000,000. Certain Clients who joined the Advisor through acquisitions may continue to be charged fees under their legacy fee schedules.
Fee Estimator
Location
1 Corporate Drive, Suite 225, Shelton, CT, 06484
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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 Activities
Daniel is involved in several business activities, including financial planning through Planning Solutions, LLC (currently suspended), providing investment advice as a financial advisor with Procyon Advisors, LLC, and working as a health and wellness consultant for Supreme Self Wellness. He spends nearly all of his time as an investment advisor representative and registered representative with Procyon Advisors, LLC and Purshe Kaplan Sterling Investments, Inc., respectively.
Employment History
Current Registrations
Procyon
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Procyon Institutional Partners, LLC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
N.N.A.I.A
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
W. S. Griffith & CO., INC.Broker
State Registrations2 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.