Daniel Peris is a registered investment advisor at Federated Investment Counseling, based in Pittsburgh, PA, with 19 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 8,578 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Federated Investment Counseling charges fees based on a percentage of the assets they manage. These fees vary depending on the type of account and the amount of assets.
For separate accounts, fees range from 0.06% to 0.75% depending on the asset class and amount invested. For managed accounts, fees range from 0.25% to 0.85%. Some accounts may also have performance-based fees. Fees are negotiable and may be modified based on the services provided and the terms of the agreement.
Location
1001 Liberty Ave, Pittsburgh, PA, 15222-3779
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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.
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Daniel is a member/owner of three LLCs (PPG III, PPG II, and Peris Property Group I) since 2005-2009, spending minimal time on these activities. He is also an author of various books since 2008, dedicating minimal time to this endeavor.
Employment History
Current Registrations
Federated Investment Counseling
State Registrations3 states
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