Daniel Mosseri is a registered investment advisor at Carson Advisory Group, based in Athens, GA, with 11 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 957 clients with $860M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable at the discretion of the advisor. Discounts are commonly provided for nonprofit clients and retirement plans.
Fee Estimator
Location
470 Hill St., Athens, GA, 30601
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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 →Other Business Activities
Daniel is a board member for the Athens Area Homeless Shelter and an officer for the Athens Rotary Foundation, Inc, dedicating minimal time to the latter. He also works as an associate/employee and advisor for Carson Advisory Inc- DBA Carson Advisory Group, taking about half of Daniel's time.
Employment History
Current Registrations
Carson Advisory Group
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations14 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
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