Daniel Brown
Daniel Brown is a CFA-designated registered investment advisor at Moneta Group Investment Advisors, LLC, based in St. Louis, MO, with 14 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 9,163 clients with $51B 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 | 1.00% |
Variable fees generally range from 20 to 100 basis points (0.20% to 1.00%) based on aggregate market value and are negotiated on an individual, client-by-client basis. Annual asset-based fees can at times exceed this range.
Fee Estimator
Location
100 South Brentwood Blvd, St. Louis, MO, 63105
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 Activities
Daniel is an investor in Vanderlouse, LLC, an LLC created to invest in the French football club Toulouse FC. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Moneta Group Investment Advisors, LLC
H.D. Vest Investment ServicesBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
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
More Advisors
- Bryan Hebron, CFPMoneta Group Investment Advisors, LLC
- Kristin Brown, CFPMoneta Group Investment Advisors, LLC
- Natasha Borglum, CFPMoneta Group Investment Advisors, LLC
- Michael Follis, CFPMoneta Group Investment Advisors, LLC
- Patrick Jordan, CFPMoneta Group Investment Advisors, LLC
- Gregory Haueisen, CFPMoneta Group Investment Advisors, LLC