Daniel Monte is a registered investment advisor at Sage Tree Wealth, based in Fairport, NY, with 12 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, Retirement Planning. Their firm serves 227 clients with $32M 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 | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
At its discretion, STW may allow the accounts of members of the same household to be aggregated for purposes of determining the advisory fee.
Fee Estimator
Location
10 East Church Street, Fairport, NY, 14450
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 ActivitiesSells Insurance
Daniel is an agent for Crump, selling fixed insurance products since 2014. He dedicates minimal time to this activity.
Employment History
Current Registrations
Sage Tree Wealth
Previous Registrations
Sage Tree Wealth
Harbor Capital Advisory Services, INC.
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.