Daniel Pinkerton
Daniel Pinkerton is a CFP-designated registered investment advisor at Sherman Portfolios, based in Coeur D'Alene, ID, with 35 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 6,652 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Maximum fee for Tactical Models. Active & Passive Models fee is 0.35%. Fees are negotiated.
Fee Estimator
Location
2000 John Loop, Coeur D'Alene, ID, 83814
Get directionsHistory
Regulatory History (1)
Regulatory
July 1998Other Business ActivitiesSells Insurance
Daniel is involved in several business activities, including church leadership, non-profit work, real estate ownership, livestock raising, and various investment-related holding companies and advisory businesses. He also owns a non-variable insurance brokerage, though he currently spends no time servicing legacy policies.
Employment History
Current Registrations
Sherman Portfolios
Pinkerton Wealth Partners
Previous Registrations
Triad Advisors LLCBroker
LPL Financial Corporation
LPL Financial LLCBroker
Sun Investment Services CompanyBroker
Titan/value Equities Group, INC.Broker
Century Investors of America, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.