Daniel Preslar is a registered investment advisor at 1618 Advisors LLC, based in Charlotte, NC, with 21 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 59 clients with $25M 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 | 2.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
6000 Fairview Rd., #1200, Charlotte, NC, 28210
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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 ActivitiesSells Insurance
Daniel is a registered representative with Purshe Kaplan Sterling Investments and an insurance agent through his sole proprietorship, Daniel Preslar. He is also a managing member of DRP Partners, LLC and 1618 Advisors LLC, dedicating more than full-time hours to the latter.
Employment History
Current Registrations
1618 Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Nms Capital Advisors, LLC.Broker
Redwood Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Signator Investors, INC.Broker
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.