Daniel Grealish
Daniel Grealish is a registered investment advisor at Henderson Brothers Financial Partners LLC, based in Pittsburgh, PA, 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 952 clients with $330M 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 | 1.00% |
| $500K - $1.5M | 0.90% |
| $1.5M+ | 0.80% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
920 Fort Duquesne Boulevard, Pittsburgh, PA, 15222
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 Activities
Daniel operates HB Retirement, LLC as a DBA for his LPL business, dedicating a significant amount of time to it. He also provides investment advisory services through Global Retirement Partners, spending a few hours per week on this activity.
Employment History
Current Registrations
Henderson Brothers Financial Partners LLC
LPL Financial LLCBroker
Previous Registrations
Global Retirement Partners LLC
LPL Financial LLC
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.