Daniel Calabretta
Daniel Calabretta is a registered investment advisor at Sterling Capital Management LLC, based in Charlotte, NC, with 7 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,508 clients with $69B 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.50% |
Rates shown reflect family office and foundation equity schedule. Different strategies and client types have separate fee schedules.
Fee Estimator
Location
4350 Congress Street, Suite 1000, Charlotte, NC, 28209
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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 works as a CS Analyst/Associate Director at Sterling Capital Management, providing account management services, which takes up nearly full-time hours. He also works as an Account Executive for RepGymPass, spending a few hours per week reaching out to gyms to add them to the member network.
Employment History
Current Registrations
Sterling Capital Management LLC
Sterling Capital Distributors, LLC
Sterling Capital Distributors, LLCBroker
State Registrations52 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.
Exams
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