Daniel Ryan is a registered investment advisor at Alikos Wealth Management, LLC, based in Bethesda, MD, with 9 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 34 clients with $67M 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 | 1.25% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Fees may be negotiable based on family relations or individual circumstances including account size and the level and scope of the services requested. Alikos generally requires a minimum annual fee of $10,000 for new clients. The minimum fee will not result in a client being charged more than 3% annually of assets under management.
Fee Estimator
Location
7700 Georgetown Road, Suite 320, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Alikos Wealth Management, LLC
State Registrations4 states
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