DH
DH

Daniel Hayes

30 Years of Experience
Maplewood, NJ

Daniel Hayes is a registered investment advisor at Argos Wealth Advisors LLC, based in Maplewood, NJ, with 30 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 244 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
244 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$5M
Planning is included in investment management
Minimum Annual Fee:$40,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.80%
$5.0M - $15.0M0.60%
$15.0M - $25.0M0.50%
$25.0M - $100.0M0.40%
$100M+0.40%

Fees for assets over $100 million are negotiable. The minimum annual fee is $40,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Maplewood, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Daniel owns a 1.25% stake as a limited partner in Eatdrinknj LLC, a restaurant in Milburn, NJ, since May 2019. He has no active role in managing the business and spends no time on it.

Employment History
Current Registrations
Argos Wealth Advisors LLC
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Argos Wealth Advisors LLC
July 2021 - December 2023 · 2 yrs 5 mos
Bessemer Investor Services, INC.Broker
March 2000 - June 2021 · 21 yrs 3 mos
Dljdirect INC.Broker
April 1998 - February 2000 · 1 yr 10 mos
M.S. Farrell & Company, INC.Broker
February 1995 - April 1997 · 2 yrs 2 mos
State Registrations1 state
NJ
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.
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