Daniel Irvine is a registered investment advisor at 3summit Investment Management, LLC, based in Vienna, VA, 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 Investment Management. Their firm serves 99 clients with $25M 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 | 1.25% |
Fees are generally negotiable.
Fee Estimator
Location
8245 Boone Blvd., Suite 590, Vienna, VA, 22182
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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
Daniel is a member of 3Summit Funds, LLC, the General Partner of 3Summit Full Cycle Fund LP, which takes minimal time. He also serves as Chairman of the Board of Trustees of PHILLIPS Programs and a member of the Board of Trustees of SpringForward, each requiring a few hours per week.
Employment History
Current Registrations
3summit Investment Management, LLC
State Registrations2 states
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