Daniel Caswell
Daniel Caswell is a registered investment advisor at Integrated Wealth Strategies, LLC, based in Austin, TX, with 21 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 252 clients with $150M 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 | 1.50% |
Advisory fees range from 1.50% to 0.25% based on total assets under management. Fees are negotiable under certain circumstances such as combined family accounts.
Fee Estimator
Location
11044 Research Blvd.,, Suite A-400, Austin, TX, 78759
Get directionsHistory
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 ActivitiesSells Insurance
Daniel is affiliated with various insurance carriers to broker non-investment related insurance products and is a part owner of Lion Street through which he sells fixed insurance products. He also leases office space and sublets to an attorney, collecting rent.
Employment History
Current Registrations
Integrated Wealth Strategies, LLC
Previous Registrations
Eagle Strategies LLC
State Registrations1 state
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
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