Daniel Baumgartner is a registered investment advisor at Terra Nova Asset Management LLC, based in New York, NY, with 5 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 68 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Terra Nova Asset Management's annual fees for investment management are a percentage of the value of your portfolio, ranging from 0.65% to 1.50%. Fees are calculated and billed quarterly. A minimum portfolio size of $1,000,000 is required, but this may be negotiable. There is also a $2,500 minimum annual fee per account.
Location
747 Third Avenue, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Terra Nova Asset Management LLC
State Registrations3 states
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