Daniel Shvartsman
Daniel Shvartsman is a registered investment advisor at Associated Investment Services, INC., based in Port Washington, WI, with 20 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,852 clients with $1.2B 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 $175K | 1.81% |
| $175K - $250K | 1.71% |
| $250K - $350K | 1.68% |
| $350K - $500K | 1.63% |
| $500K - $750K | 1.61% |
| $750K - $1.0M | 1.46% |
| $1.0M - $1.5M | 1.42% |
| $1.5M - $2.0M | 1.29% |
| $2.0M - $5.0M | 1.28% |
| $5M+ | 0.93% |
Rates reflect the maximum range for Fund Strategist Portfolios. Separately Managed Accounts range from 2.12% to 0.81%. Fees are negotiable.
Fee Estimator
Location
222 N Wisconsin Street, Port Washington, WI, 53074
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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
Associated Investment Services, INC.
Associated Investment Services, INC.Broker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations17 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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