Danya Karram is a CFP-designated registered investment advisor at Brilliant Advice, LLC, based in Cincinnati, OH, with 11 years of industry experience. Danya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 118 clients with $380M 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 $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees are not negotiable. In certain circumstances, Brilliant Advice may determine that specific assets should be excluded from our fee calculations. In certain circumstances, and at Brilliant Advice’s discretion, our fees may be reduced on large cash balances or legacy positions. Charitable entities may be charged 0.10% on all assets.
Fee Estimator
Contact
Danya Karram
Location
8044 Montgomery Road, Suite 700, Cincinnati, OH, 45236
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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
Danya is the president of Mada Associates, where she performs bookkeeping duties, dedicating minimal time to this role. She also serves as a board member for the YMCA of Greater Cincinnati, the University of Cincinnati's Economic Center, and the University of Cincinnati College of Education and Criminal Justice, spending minimal time on each.
Employment History
Current Registrations
Brilliant Advice, LLC
Previous Registrations
Madison Wealth Management
State Registrations3 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
Additional Information
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