Daniel Hinchey
Daniel Hinchey is a CFA-designated registered investment advisor at Integrity Alliance, LLC, based in Haverhill, MA, with 20 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B 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 - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.
Fee Estimator
Location
2 Merrimack Street, Suite 505, Haverhill, MA, 01830
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Daniel is a managing member, agent, and attorney at Bespoke Trusts & Estates, LLC, providing financial services and legal counsel. He dedicates about half of his time to creating and implementing estate plans and documents for clients, including estate/probate administration.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
National Financial Services LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations3 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.
Exams
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