Daniel Lima is a CFA-designated registered investment advisor at Ameraudi Asset Management, INC., based in New York, NY, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 911 clients with $1.7B 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 $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.75% |
These fees are for discretionary accounts. Non-discretionary accounts have a different fee schedule: First $500,000: 1.75%, $500,000 - $1,000,000: 1.50%, $1,000,000 - $5,000,000: 1.25%, Over $5,000,000: 1.00%. Fees are negotiable.
Fee Estimator
Location
19 East 54th Street, New York, NY, 10022
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 provides education and travel agent services through The Narita Group LLC, dedicating a few hours per week. He is also an Investment Advisor Representative and Registered Representative with Ameraudi Asset Management, Inc. and Ameraudi Investment Services, LLC, respectively, spending a significant amount of time advising clients on investments.
Employment History
Current Registrations
Ameraudi Asset Management, INC.
Previous Registrations
Ameraudi Investment Services LLCBroker
Deutsche Bank Securities INC.Broker
State Registrations3 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.