Ursula Robinson Daley

Age: 34

Title: Investment Advisor/Partner

Education: BA in psychology, University of New Hampshire; law degree, Pace University

Joined firm: January 2003

Advisors in firm: 6

Assets under management: $220 million (Daley, $70 million)

Compensation method: Fee-based asset management

Fee schedule: 1.50% for accounts up to $500,000

1.25% for $500,000 to $1 million

1% for $1 million to $4 million

0.75% (or negotiated) for more

than $4 million

Prior work experience: legal department of transfer agent; product manager, Fidelity Investments; attorney, law firm of Morgan Lewis; in-house counsel, LPL Financial

Outside interests: competes in marathons and triathlons