Daniel Clendenin is a registered investment advisor at Cary Street Partners, based in Fredericksburg, VA, with 18 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B 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 | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
250 Executive Center Parkway, Fredericksburg, VA, 22401
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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 is involved in several outside business activities, including serving as a trustee for Mary Washington Hospital Foundation and University of Mary Washington Foundation, and as a member of the University of Virginia Physician's Group Investment Committee. He also owns Millstone Investments LLC (commercial real estate) and Clendenin Coastal LLC (real estate), and is an adjunct professor of personal finance at University of Mary Washington, dedicating a few hours per week to this role.
Employment History
Current Registrations
Cary Street Partners
Cary Street PartnersBroker
State Registrations22 states
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