Daniel Borstein is a registered investment advisor at Boon Capital Advisors LLC, based in Northbrook, IL, with 21 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 62 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
666 Dundee Road, Suite 1701, Northbrook, IL, 60062-2702
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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
Boon Capital Advisors LLC
Previous Registrations
Sandlapper Wealth Management, LLC
Morgan Stanley
Citigroup Global Markets INC.
State Registrations1 state
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