Daniel Cantor is a CFA-designated registered investment advisor at Ck Advisors, LLC, based in Rye, NY, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 41 clients with $81M 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 $5.0M | 1.00% |
| $5M+ | 0.75% |
These fees apply to accounts invested in equities, cash, or fixed income. For accounts specifically allocated to 100% fixed income, the fee is 0.50% on the first $5 million and 0.25% on amounts over $5 million. Minimum quarterly fee for equity/balanced accounts is $2,500. Minimum quarterly fee for fixed income accounts is $1,250.
Fee Estimator
Location
Rye, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ck Advisors, LLC
State Registrations1 state
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