Esteban Handal is a registered investment advisor at Handal Dunaway LLC, based in New York, NY, with 2 years of industry experience. Esteban operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1M+ | 1.50% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
26 Broadway, 3rd Floor, New York, NY, 10004
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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
Esteban is a 50% owner of Washington Academy S.A. de C.V., a technical school in Monterrey, Mexico, since 2015. His wife manages the business, and Esteban devotes minimal time to it.
Employment History
Current Registrations
Handal Dunaway LLC
Previous Registrations
Nomura Securities International, INC.Broker
State Registrations1 state
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