Daniel Eccleston
Daniel Eccleston is a CFP-designated registered investment advisor at The Bendix Financial Group, INC., based in Garden City, NY, with 27 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 212 clients with $170M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.2M | 1.75% |
| $1.2M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $25.0M | 1.25% |
| $25M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
585 Stewart Ave., Suite 314, Garden City, NY, 11530
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 ActivitiesSells Insurance
Daniel assists clients in obtaining life, health, or long-term care insurance on occasion and prepares individual tax returns for investment clients as needed. He also works full-time as an advisor for The Bendix Financial Group, managing client assets.
Employment History
Current Registrations
The Bendix Financial Group, INC.
Osaic Wealth, INC.Broker
State Registrations13 states
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