Daniel O'rourke is a registered investment advisor at Archford Capital Strategies, LLC, based in Livingston, NJ. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 819 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Archford Capital Strategies charges an annual investment advisory fee based on the value of your portfolio, up to 2.00%. This fee is paid quarterly, in advance. The exact fee depends on the complexity of services, the amount you invest, and your overall relationship with Archford. There is a $2,000 minimum annual fee, but this may be negotiable.
For the Market Participation Structured Product (MPSP), the fee is up to 0.25% of the average daily balance, paid quarterly. For Legacy IRA accounts, the fee is up to 0.71% annually.
Location
Livingston, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Archford Capital Strategies, LLC
State Registrations1 state
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