Daniel Carman is a CFA-designated registered investment advisor at Park State Asset Management LLC, based in Beverly, MA, with 1 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 59 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park State charges a percentage of your portfolio's value each year for investment management. The specific fee is negotiable and can vary depending on your relationship with Park State and the investment strategy used, but it generally does not exceed 1% per year.
Location
50 Dunham Ridge, Suite 3100, Beverly, MA, 01915
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Park State Asset Management LLC
Previous Registrations
Alapocas Investment Partners, INC.
State Registrations1 state
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