Sharon Daniels is a registered investment advisor at Slatestone Wealth LLC, based in Jupiter, FL, with 20 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 536 clients with $1.7B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable above $10 Million. Fees start at 1.25% for relationships below the investment minimum and scale down based on the level of assets under management.
Fee Estimator
Location
661 University Blvd, Suite 100, Jupiter, FL, 33458
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sharon is a managing member of SlateStone Holdings LLC, a non-investment related holding company for SlateStone Wealth. She spends minimal time on this activity.
Employment History
Current Registrations
Slatestone Wealth LLC
Previous Registrations
Slatestone Private Client
Boston Private Wealth LLC
Banyan Partners, LLC
Weiss Capital Management, INC.
Weiss Money Management INC
State Registrations2 states
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