Daniel D'ordine
Daniel D'ordine is a CFP-designated registered investment advisor at Ddo Advisory Services, LLC, based in Rhinebeck, NY, with 16 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 44 clients with $29M 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 - $1.0M | 2.30% |
| $1.0M - $2.0M | 2.20% |
| $2.0M - $4.0M | 1.95% |
| $4M+ | 1.75% |
The Advisor Fee (DDO's fee) is negotiable. The total annual fee includes a platform fee paid to a third-party manager and an advisor fee paid to DDO.
Fee Estimator
Location
6369 Mill Street, Suite 209, Rhinebeck, NY, 12572
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 is an independent licensed insurance broker, selling life, disability, and long-term care insurance. He has been licensed since 2008.
Employment History
Current Registrations
Ddo Advisory Services, LLC
Previous Registrations
Walnut Street Securities, INC.
State Registrations1 state
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.