Daniel Martell
Daniel Martell is a registered investment advisor at 3sisters Sustainable Management, INC, based in Hillsborough, NC, with 8 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 23 clients with $110M 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 - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Total client fees will not exceed 3% of assets under management when a third-party investment adviser is used. Special advisory services may charge up to 2.00% of the assets under management.
Fee Estimator
Location
Hillsborough, NC
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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
3sisters Sustainable Management, INC
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
State Registrations2 states
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