Daniel Sterling is a CFA-designated registered investment advisor at Nerdwallet Wealth Partners, LLC, based in New York, NY, with 9 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 694 clients with $260M 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 | Included |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $500K - $10.0M | 0.50% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Accounts under $100,000 pay a flat annual fee of $900. Fees are negotiable and can be combined across family household accounts.
Fee Estimator
Location
123 William Street, 21st Floor, New York, NY, 10038
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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 receives compensation from the sale of his book, "You're Making Other People Rich," which is marketed online. FYW's advisory clients may purchase a copy of Daniel's book.
Employment History
Current Registrations
Nerdwallet Wealth Partners, LLC
Previous Registrations
Future You Wealth
Capital Bank and Trust Company
Capital Guardian Trust Company
State Registrations2 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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