Daniel Russo is a registered investment advisor at Potomac, based in Manhasset, NY, with 22 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 1,367 clients with $2.4B 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 $100K | 0.40% |
| $100K - $500K | 0.32% |
| $500K - $1.0M | 0.28% |
| $1M+ | 0.20% |
Platform Fee. In Potomac Strategies, Potomac waives the Strategy Fee and is compensated through fees from the Potomac Funds. For Non-Potomac Strategies and SMA Strategies, the Strategy Fee will range from 0.10% - 0.80%. The Client Advisor Fee ranges from 0.00% to 1.50%. The total all-in fee charged to the client will never exceed 2.50%.
Fee Estimator
Location
Manhasset, NY
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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
Daniel is an adjunct lecturer at Baruch College since 2019, an activity that is not investment-related. This takes about 10-20% of Daniel's time.
Employment History
Current Registrations
Potomac
Previous Registrations
Needham & Company, LLCBroker
Susquehanna Financial Group, LllpBroker
Sig Index Specialists, LLCBroker
Sig Specialists, INC.Broker
Fleet Specialist, INC.Broker
State Registrations2 states
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