Daniel Aaron Mercer

Woodstock Wealth Management, INC.

17 Years of Experience

1 DisclosureSells Insurance

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Woodstock Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

1,538 clients

Average Client Portfolio

$410K average

Assets Under Management

$629.9M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

250 River Park North Drive, Woodstock, GA, 30188

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History

Regulatory History (1)

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Employment Separation After Allegations

May 2017

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Other Business ActivitiesSells Insurance

Daniel is the owner of Covenant Wealth Management, a DBA for an office of Woodstock Wealth Management, Inc. He spends minimal time paying branch expenses and offering non-securities insurance.