Daniel Ure is a registered investment advisor at Honor Wealth Management, LLC, based in Tomball, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 338 clients with $55M 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% |
Fees are negotiable. Cash is included as an asset class in fee calculations. Co-advisor programs through Gradient Investments are also available with total annual fees ranging from 1.00% to 1.65%.
Fee Estimator
Location
18702 Fm 2920, Tomball, TX, 77377
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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 an attorney, owns rental properties, and works as a laborer on an organic farm. He also owns Honor Wealth Management, is a registered representative with Gradient Securities, and an investment advisor representative with Gradient Wealth Management.
Employment History
Current Registrations
Honor Wealth Management, LLC
Gradient Securities, LLCBroker
Previous Registrations
Gradient Wealth Management
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
USA Financial Securities CorporationBroker
USA Financial Securities Corporation
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations12 states
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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