Daniel Scholz is a CFA-designated registered investment advisor at Nisa Investment Advisors, LLC, based in Saint Louis, MO, with 23 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, High Net Worth, Investment Management. Their firm serves 440 clients with $340B 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 |
|---|---|
| Any | 0.10% |
Rates vary by strategy (e.g., U.S. Government Fixed Income at 0.10% on first $500M, Credit Fixed Income at 0.225% on first $100M, Aggregate Index at 0.125% on first $1.5B, Custom Credit at 0.30% on first $50M, Direct Indexing Equity at 0.20% on first $100M). Balances above initial tiers are negotiable. Firm frequently requires a minimum quarterly or annual fee.
Fee Estimator
Location
150 North Meramec Avenue, Suite 640, Saint Louis, MO, 63105
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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 →Employment History
Current Registrations
Nisa Investment Advisors, LLC
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.
Exams
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