Danielle Hartman is a registered investment advisor at Kane Financial, based in Pittsford, NY. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 351 clients with $57M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable. For assets held in a Fee-Based Variable Annuity, Kane Financial charges an annual advisory fee of 0.50%.
Fee Estimator
Location
Pittsford, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kane Financial
State Registrations1 state
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