Daniel Stewart is a CFA-designated registered investment advisor at Revere Asset, based in Allen, TX, with 23 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 501 clients with $410M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
501 clients
Average Client Portfolio
$814K average
Assets Under Management
$407.9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are negotiable. Fixed income only accounts: 0.2% to 0.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
825 Watters Creek Blvd, Suite 385, Allen, TX, 75013
Get directionsHistory
Regulatory History (3)
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Regulatory
August 2006Final
Criminal
April 1985Final Disposition
Criminal
February 1984Final Disposition
Employment History
Current Registrations
Revere Asset
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
Daniel Frishberg Financial Services, INC.
August 2006 - January 2010 · 3 yrs 5 mos
Jefferson Pilot Securities CorporationBroker
June 1998 - January 2001 · 2 yrs 7 mos
United Pacific Securities, INC.Broker
September 1996 - March 1997 · 6 mos
Keogler, Morgan & Company, INC.Broker
August 1995 - July 1996 · 11 mos
State Registrations1 state
TX
Advisor
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.
Exams
No exam information available for this advisor.