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Danny Saporu

6 Years of Experience
New York, NY

Danny Saporu is a registered investment advisor at New Street Advisors Group LLC, based in New York, NY, with 6 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 510 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
510 clients
Average Client Portfolio
$30K average
Assets Under Management
$15.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are at a monthly rate of .1667% and may be negotiable at the sole discretion of the Advisor based on future contributions to the Client’s account and the overall relationship with the Advisor. Annualized rate is 2.0004%

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

New York, NY

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
New Street Advisors Group LLC
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
August 2018 - May 2019 · 9 mos
State Registrations6 states
CAILMNNJNYTX
Advisor

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
No exam information available for this advisor.
Danny Saporu - Financial Advisor | TrueAdvisor