Daniel Docherty is a CFA-designated registered investment advisor at Farview Management, LLC, based in Atlanta, GA, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $6.2M 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 | 0.86% |
Fees are negotiable. Clients investing in the Concentrated Long Term Growth Model Portfolio will be charged a performance-based fee equal to a maximum of 25% of the annual return of the portfolio that is in excess of 6%.
Fee Estimator
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the proprietor/owner of Farview Associates, LLC, providing data analysis and related services to natural resource companies, dedicating minimal time to this. He also works as a financial modeler for a privately held gaming company, spending about a quarter of his time, including during securities trading hours.
Employment History
Current Registrations
Farview Management, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, INC.Broker
State Registrations2 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.