Louis Daniel Preseren
Investment Adviser Representative at ANCORA PRIVATE WEALTH ADVISORS, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to 3 million | 1.00% |
| 3 million to 7 million | 0.75% |
| 7 million to 15 million | 0.50% |
| 15 million to 25 million | 0.45% |
| 25 million to 50 million | 0.35% |
| 50 million to 100 million | 0.30% |
| Over 100 million | 0.00% |
Ancora Private Wealth Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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