Daniel Offit is a registered investment advisor at Offit Capital, based in New York, NY, with 12 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 344 clients with $20B 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 | 0.75% |
The fee schedule generally ranges from 0.25% to 0.75% depending on the services provided. A fixed fee may be charged in lieu of the sliding scale fee in certain instances.
Fee Estimator
Location
485 Lexington Avenue, 24th Floor, New York, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Offit Capital
State Registrations1 state
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