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Daniel Usher

Goldman Sachs Wealth Services, L.P.
19 Years of Experience
Cohoes, NY
1 DisclosureBroker
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Daniel Usher is a CFP-designated registered investment advisor at Goldman Sachs Wealth Services, L.P., based in Cohoes, NY, with 19 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 117,699 clients with $32B in assets under management.

Goldman Sachs Wealth Services, L.P.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1136 advisors
Number of Clients
117,699 clients
Average Client Portfolio
$269K average
Assets Under Management
$31.7B

Fee Structure

Planning is included in investment management (also available separately)

Goldman Sachs Wealth Services offers investment management through a variety of fee models, including strategy-based fees and a comprehensive pricing program.

  • Strategy-Based Advisory Fees — Fees are calculated as a percentage of the value of your portfolio, with specific rates set forth in individual client agreements based on the selected strategy or sub-asset class.
  • Comprehensive Pricing Program — Charges a maximum annual advisory fee of up to 1.50% of your portfolio, plus applicable manager fees, custody charges, and execution fees.
  • Alternative Investment Fees — Certain alternative investments involve separate management fees, performance fees, or incentive allocations determined by the underlying fund managers.
View Full SEC Brochure

Location

100 Coliseum Drive, Cohoes, NY, 12047

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History

Regulatory History (1)
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Criminal
November 2003
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Goldman Sachs Wealth Services, L.P.
May 2021 - Present · 5 yrs 5 mos
Goldman Sachs & CO. LLCBroker
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Mercer Allied Company, L.P.Broker
April 2007 - January 2021 · 13 yrs 9 mos
First Investors CorporationBroker
October 2006 - November 2006 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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