Daniel Drahos
Daniel Drahos is a registered investment advisor at Stirlingshire Investments, based in Valley Stream, NY, with 15 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, Investment Management, Real Estate Investing, and 1 more. Their firm serves 1,071 clients with $240M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable up to 2.00%. Portfolio management fees are calculated using a blended rate across tiers and billed monthly in arrears based on the average daily balance. Additional model marketplace fees of 20 to 100 basis points apply if selecting third-party model strategies.
Fee Estimator
Location
Valley Stream, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2021Employment History
Current Registrations
Stirlingshire Investments
Stirlingshire InvestmentsBroker
Stirlingshire Investments
Previous Registrations
Harley Capital LLCBroker
Monmouth Capital Management LLCBroker
Worden Capital Management LLCBroker
Aegis Capital CORP.Broker
J.D. Nicholas & Associates, INC.Broker
State Registrations33 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
More Advisors
- Evan Levine, ChFCComplete Advisors
- Reynaldo Ortiz, CFPEagle Strategies LLC
- Kaysian Gordon, CFPKaysi Gordon Financial Planning
- Simon Brady, CFPAnglia Advisors
- Raheel Hussain, CFPEquitable Advisors, LLC
- Nainesh Shah, CFAComplete Advisors