Daniel Trub is a registered investment advisor at Sjbenen Advisory, LLC, based in Durham, NC, 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 148 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SJBenen Advisory offers three tiers of investment management, with fees based on the level of active management and complexity:
- Passive Management: 0.25% to 0.50% per year
- Long-Only Active Management: 0.50% to 1.00% per year
- Long-Short Active Management: 1.00% to 1.50% per year
There is a $50,000 minimum for passive management, a $250,000 minimum for long-only active management, and a $2,500,000 minimum for long-short active management, which may be waived. If a client has multiple accounts under management, the maximum fee that can be billed on any one single account is 3% per annum, but the relationship-level fee on all accounts under management will not exceed 1.5%.
Location
Durham, NC
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 is a limited partner or member in several LLCs (1.1055 S Elmora LLC, Riverside Apartments, LLC, 444 Jefferson LLC, 225 Beechwood LLC, and 155 Grove St LLC) that own residential apartment buildings. These are passive real estate investments and require minimal time commitment.
Employment History
Current Registrations
Sjbenen Advisory, LLC
State Registrations2 states
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.