Daniel Clifton
Daniel Clifton is a registered investment advisor at Strategas Asset Management, LLC, based in Washington, DC, with 16 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 High Net Worth, Investment Management. Their firm serves 15 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Standard portfolio management fee is 0.50% annually, but fees are negotiable and vary by platform or client agreement. Model delivery services generally range from 0.10% to 0.35%.
Fee Estimator
Location
1775 I Streetnw, Washington, DC, 20006
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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
Strategas Asset Management, LLC
Baird Strategas LLCBroker
Previous Registrations
Pulse Trading, INC.Broker
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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