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Daniel Sinton

18 Years of Experience
Mill Valley, CA

Daniel Sinton is a registered investment advisor at Rational Investment Management, LLC, based in Mill Valley, CA, with 18 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 94 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
94 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$351.3M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $10.0M0.50%
$10M+0.25%

Fees are negotiable depending on client needs and complexity.

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

Mill Valley, CA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Rational Investment Management, LLC
May 2012 - Present · 14 yrs
Previous Registrations
Fisher Investments
April 2007 - August 2011 · 4 yrs 4 mos
State Registrations1 state
CA
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.
Daniel Sinton - Financial Advisor | TrueAdvisor