Daniel Shevlin
Daniel Shevlin is a CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in West Chester, PA, with 33 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
1065 Andrew Drive, West Chester, PA, 19380
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2013Customer Dispute
May 2012Customer Dispute
May 2008Customer Dispute
February 2002Other Business ActivitiesSells Insurance
Daniel has a career agent contract with National Life selling group health, universal, and whole life insurance, dedicating about 20% of his time. He also provides investment advisory services through Wealthcare Advisory Partners LLC and 20/20 Financial Group, spending nearly full-time on these activities.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLC
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations11 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.