Daniel Abramowitz is a registered investment advisor at World Equity Group, INC., based in Las Vegas, NV, with 1 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,151 clients with $1B 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 $75K | 0.47% |
| $75K - $750K | 0.42% |
| $750K+ | 0.35% |
Schedule includes the firm platform fee and tax overlay fee; third-party manager fees and representative fees are extra and negotiable. Accounts between $25k and $50k using the ETF Select model pay a flat 1.50% annual fee.
Fee Estimator
Location
Las Vegas, NV
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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 broker-salesperson for Millennium Commercial Properties, a real estate brokerage, and manager of Orvida Real Estate Consulting, LLC, providing real estate consulting services. He also manages Orvida Capital, LLC, a holding company, and is a manager and IAR of Orvida Investment Advisors, LLC, a registered investment advisory firm; each of these activities takes about a third of his time.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Orvida Investment Advisors
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.
Exams
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