Daniel Hare
Daniel Hare is a registered investment advisor at Elevatus Wealth Management, LLC, based in Victor, 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 Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 331 clients with $510M 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 | 1.50% |
Annual management fee is up to 1.50% and is assessed monthly in arrears based on prior month-end asset values.
Fee Estimator
Location
1501 Pittsford Victor Road, Suite 101, Victor, NY, 14564
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Regulatory History (1)
Employment Separation After Allegations
July 2020Other Business ActivitiesSells Insurance
Daniel owns Finish Line Investors LLC, established in 2013 for buying and racing harness horses, dedicating minimal time annually. Daniel is also an insurance agent, servicing clients with insurance, with time commitment dependent on client needs.
Employment History
Current Registrations
Elevatus Wealth Management, LLC
Previous Registrations
Tru Independence Asset Management 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
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
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