DM
CFP
DM
CFP

Daniel Robert Mauck

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net WorthFinancial Planning & CoachingTax PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
431 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$1.5B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20.0M - $30.0M0.50%
$30M+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8350 N. Central Expressway, Suite 1800, Dallas, TX, 75206

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Lee Financial Company, LLC
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Clintsman Financial Planning
January 2005 - June 2021 · 16 yrs 5 mos
Kpmg Investment Advisors
June 2002 - February 2004 · 1 yr 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.