Daniel Delrosso is a registered investment advisor at Aegis Capital CORP., based in Manasquan, NJ, with 27 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 3,083 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aegis Capital Corp. charges a fee based on a percentage of the assets they manage for you.
If most transaction costs are charged to you:
- First $250,000 - maximum 2.50% per year
- Next $750,000 - maximum 2.25% per year
- Over $1,000,000 - maximum 2.00% per year
If most transaction costs are charged to Aegis:
- First $250,000 - maximum 3.00% per year
- Next $750,000 - maximum 2.75% per year
- Over $1,000,000 - maximum 2.50% per year
The fee can be charged in one of three ways: Floating Rate, Incremental Rate, or Fixed Rate, as specified in your client agreement. The amount of the fee may be negotiable.
Location
2517 State Hwy 35 Bldg C, Suite 201, Manasquan, NJ, 08736
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 is the president of D.Delro Corp, which holds his personal assets. This is a non-investment related activity, taking about 10-20% of Daniel's time.
Employment History
Current Registrations
Aegis Capital CORP.
Aegis Capital CORP.Broker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Royal Alliance Associates, INC.Broker
First Midwest Securities, INC.Broker
Gunnallen Financial, INCBroker
Raymond James Financial Services, INC.Broker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations5 states
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.