Daniel Harnish is a CFA-designated registered investment advisor at Miller Investment Management, LP, based in New York, NY, 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 186 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and can be adjusted based on specific circumstances.
Fee Estimator
Location
717 Fifth Avenue, 19th Floor, New York, NY, 10022-8110
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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 a director for PNB, LLC, a banking consulting business, and Jake's SB Holding Company, LLC, a fast-casual restaurant business. These activities take a few hours per week.
Employment History
Current Registrations
Miller Investment Management, LP
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.