Daniel Shvartsman is a registered investment advisor at Middle Coast Investing LLC, based in Ludington, MI, with 2 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 9 clients with $12M 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 based on the amount of assets being managed, the amount of time and cost to be spent managing and servicing the relationship, as well as the regularity of client review meetings. Accounts are aggregated in a household and may achieve a lower management fee as a result.
Fee Estimator
Location
Ludington, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Middle Coast Investing LLC
State Registrations2 states
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