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Manager Overview
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Ascani Wealth Management offers a full range of wealth management services to high net worth investors, traditional brokerage customers, and institutions.
Our holistic approach considers your whole picture – from your investment and portfolio management needs, to financial planning, estate planning, and more. We offer asset management, securities brokerage services, financial planning, estate planning, and more. |
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Experience & Disclosure
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Work Experience:
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Dan Ascani has experience spanning 26 years as a licensed professional, and has designed trading systems and portfolio strategies for mutual funds, hedge funds, and more. Financial advisors have similar experience. Ascani also is managing director of Gemini Futures, a CFTC-registered futures Introducing Broker, Commodity Trading Advisor, and Commodity Pool Operator. |
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Academic Background:
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Employees have degrees in Economics,Psychology, and Finance. |
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Services
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Types of Investments:
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Securities and commodities |
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Qualifications
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Certifications, Accreditations and Designations:
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Series 3, 7, 24, 63, 65, insurance. |
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Number of Advisors in Office:
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7 |
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Advisor's Number of Clients:
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200 |
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Assets Managed by Advisor:
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$25,000,000 |
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Compensation
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New Client Minimum Portfolio Size:
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$100,000 |
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Fee:
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1.5% to 2.25% |
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Money Manager Articles
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