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Daniel Segal

Amerant Investments, INC.
16 Years of Experience
Boca Raton, FL
1 DisclosureBroker
View SEC Summary
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Daniel Segal is a registered investment advisor at Amerant Investments, INC., based in Boca Raton, FL, with 16 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,297 clients with $780M in assets under management.

Amerant Investments, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
22 advisors
Number of Clients
1,297 clients
Average Client Portfolio
$603K average
Assets Under Management
$782.4M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Advisory fees are up to 1.75% annually, charged quarterly based on average daily balances. Fees are negotiable and may reach up to 3% when third-party managers are utilized. A 0.50% annual fee applies to certain sub-advisory services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2301 Glades Road, Boca Raton, FL, 33431

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History

Regulatory History (1)
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Regulatory
June 2012
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Daniel owns 50% of Illuminating Solutions LLC, an energy consulting business, since 2014. He dedicates minimal time to this non-investment related activity, providing business management and consulting services.

Employment History
Current Registrations
Amerant Investments, INC.
February 2023 - Present · 3 yrs 8 mos
Amerant Investments, INC.Broker
February 2023 - Present · 3 yrs 8 mos
Amerant Investments, INC.
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Benchmark Financial Wealth Advisors LLC
July 2017 - December 2020 · 3 yrs 5 mos
Professional Planning Services
December 2016 - July 2017 · 7 mos
American Portfolios Financial Services, INC.Broker
October 2016 - July 2017 · 9 mos
Cantor Fitzgerald & CO.Broker
February 2011 - August 2012 · 1 yr 6 mos
Seg Capital L.L.C.Broker
December 2004 - August 2009 · 4 yrs 8 mos
Seg Capital L.L.C.Broker
March 2004 - June 2004 · 3 mos
De Trading, LLCBroker
October 2003 - February 2004 · 4 mos
Spear, Leeds & Kellogg, L.P.Broker
February 2000 - January 2002 · 1 yr 11 mos
State Registrations3 states
FLILNM
AdvisorBrokerBoth

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
No exam information available for this advisor.
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