Daniel Mchugh
Daniel Mchugh is a CFP-designated registered investment advisor at Ballast Financial Advisors, LLC, based in West Chester, PA, 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 Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 564 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ballast Financial Advisors charges a fixed fee for asset management services, based on the scope and complexity of the client's situation. This fee will not exceed $10,000 annually or the equivalent of 1.2% of the value of your portfolio. Fees are billed monthly, based on the average daily value of the account. For accounts managed by third-party managers, this fee is in addition to any fees charged by the third-party manager.
Location
535 N. Church St., Suite 205, West Chester, PA, 19380
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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 ActivitiesSells Insurance
Daniel is the CEO/Advisor for an insurance business, selling fixed insurance and annuities, dedicating a few hours per week. He is also a director for Media Rugby Football Club, spending minimal time, and owns a vacation home. Daniel is also the executor for his mother's estate, spending no time.
Employment History
Current Registrations
Ballast Financial Advisors, LLC
Previous Registrations
Origin Financial
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Equity Services, INC.Broker
State Registrations1 state
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.