Daniel Arcos is a CFA, CFP-designated registered investment advisor at Robertson Stephens, based in New York, 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 Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,295 clients with $8.8B 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 | 2.00% |
Fees are negotiable and typically range from 0.10% to 2.00% based on the size and complexity of the services required. Clients may also negotiate an annual fixed fee.
Fee Estimator
Location
810 Seventh Avenue, Suite 615, New York, NY, 10019
Get directionsHistory
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 →Other Business Activities
Daniel is the president of a personal real estate holding company since January 2023, dedicating about 10% of his time to it. He assists with leasing, general upkeep, and coordinating with the property manager.
Employment History
Current Registrations
Robertson Stephens
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
More Advisors
- Mallon Fitzpatrick, CFPRobertson Stephens
- Rohan Motwani, CFARobertson Stephens
- Alicia Denton, CFPRobertson Stephens
- Joshua Bronstein, CFANeuberger Berman Bd LLC
- Daniel Silver, CFACibc Private Wealth Advisors, INC.
- Peter May, CFPHfh Planning INC.