Danielle Mchugh is a registered investment advisor at Summit Trail Advisors, LLC, based in New York, NY, with 27 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 742 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range up to 1.50% annually based on asset level, complexity, and overall relationship. Fees are negotiable.
Fee Estimator
Location
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY, 10017
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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 →Other Business Activities
Danielle works as an advisor at Summit Trail Advisors, a registered investment advisor. This is a full-time commitment for Danielle.
Employment History
Current Registrations
Summit Trail Advisors, LLC
Previous Registrations
Summit Trail Securities, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Schroder & CO. INC.Broker
State Registrations2 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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