Daniel Itano is a registered investment advisor at Natixis Advisors, LLC, based in Mansfield, MA, with 16 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 115,562 clients with $110B 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 $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $20.0M | 0.25% |
| $20.0M - $50.0M | 0.22% |
| $50M+ | 0.21% |
Fee schedule reflects the highest standard unbundled rates across strategies (such as U.S. Equity Core Plus). Many strategies have lower rates starting around 0.10% to 0.35%.
Fee Estimator
Location
Mansfield, MA
Get directionsHistory
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 Activities
Daniel owns a residential rental property in Las Vegas since 2013. He spends minimal time determining rent, approving tenants, and managing expenses.
Employment History
Current Registrations
Natixis Advisors, LLC
Natixis Distribution, LLC
Natixis Distribution, LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ba Investment Services, INC.Broker
Seafirst Investment 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.
Exams
More Advisors
- Michael Kelleher, CFPJ.P. Morgan Securities LLC
- Katie Macdonald, CFPMacdonald Wealth Management, LLC
- Anthony Salotto, CFPDelphinus Financial Advisors, LLC
- Ross Mcwilliams, CFADakota Wealth, LLC
- Karen Ticas, CFPCambridge Investment Research Advisors, INC.
- Maureen Burgess, CFPAmeriprise Financial Services, LLC