Daniel Henao-Ararat
Daniel Henao-Ararat is a registered investment advisor at Truist Advisory Services, INC., based in Charlotte, NC, with 6 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
214 N.Tryon Street, 33rd Floor, Charlotte, NC, 28202
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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.
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Daniel works part-time as a valet runner for Parking Management Services of NC, providing parking services for special events. This activity takes about 10-20% of his time and is not related to financial products or services.
Employment History
Current Registrations
Truist Advisory Services, INC.
Previous Registrations
Truist Investment Services, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations1 state
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