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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,060 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robertson Stephens charges a percentage of your portfolio to manage your investments. The exact percentage is negotiable and depends on the size and complexity of your account, but typically ranges from 0.10% to 2% per year. The fee is calculated based on the value of your investments at the end of each calendar quarter and is typically deducted directly from your account.
Location
810 Seventh Avenue, Suite 615, New York, NY, 10019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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