Daniel Rio is a registered investment advisor at Highrise Wealth Management, based in Miami, FL, with 7 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 75 clients with $15M 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 $100K | 1.20% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
9495 SW 72 St, Unit 270B, Miami, FL, 33156
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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 the CEO of Backswing Group Corp, a restaurant/bar, spending a few hours per week overseeing operations. He also works as a soccer trainer for LevelUp Miami, dedicating a few hours per week to overseeing business operations and training athletes.
Employment History
Current Registrations
Highrise Wealth Management
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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