Daniel Whittle is a CFP-designated registered investment advisor at Alliancebernstein L.P., based in Dallas, TX, with 15 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 30,285 clients with $760B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.05% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | 0.65% |
Rates reflect return-seeking and diversifying assets. Accounts between $1 million and $5 million are subject to an additional 0.25% administrative and servicing charge on the first $3 million of applicable assets. Other asset classes and strategies have separate fee schedules.
Fee Estimator
Location
2000 McKinney Avenue, Dallas, TX, 75201
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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 →Employment History
Current Registrations
Sanford C. Bernstein & CO., LLC
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
Previous Registrations
Fidelity Distributors Company LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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Exams
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