Daniel Lysik is a CFA-designated registered investment advisor at Miller Value Partners, LLC, based in Towson, MD, with 16 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees may be negotiable. Deep Value Select client accounts are also subject to a 20% performance fee paid on unrealized and realized excess returns above a 6% hurdle rate, subject to a high-water mark.
Fee Estimator
Location
Towson City Center, 1 Olympic Place, Suite 900, Towson, MD, 21204
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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 →Employment History
Current Registrations
Miller Value Partners, LLC
Previous Registrations
Miller Value Partners, LLC
Pratt Capital LLC
State Registrations1 state
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