Daniel Meisenheimer
Daniel Meisenheimer is a registered investment advisor at Charles Schwab & CO., INC., based in San Antonio, TX, with 19 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
San Antonio, TX
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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
Daniel owns and manages residential rental properties since 2011. He dedicates a few hours per week to property management and maintenance.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
USAA Investment Services CompanyBroker
USAA Investment Services Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Columbia Management Distributors, INC.Broker
Columbia Management Advisors, LLC
Capital Consulting
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
PFS Investments INC.Broker
State Registrations31 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.