DR
CFA
DR
CFA

Daniel Victor Rusk

7 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
148 clients
Average Client Portfolio
$27.8M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$3M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M0.25%
$10.0M - $20.0M0.20%
$20.0M - $40.0M0.17%
$40.0M - $100.0M0.15%
$100M+0.15%

Fees are negotiable for amounts over $100 million.

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

Las Vegas, NV

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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
Moreton Asset Management, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Fhn Financial Main Street Advisors, LLC
September 2017 - January 2022 · 4 yrs 4 mos
State Registrations8 states
AZCOIDMTNVUTWAWY
Advisor
Exams
No exam information available for this advisor.
Daniel Victor Rusk - Financial Advisor | TrueAdvisor