Daniel Kerr
Daniel Kerr is a registered investment advisor at Whitestone Capital Management LLC, based in North Manchester, IN, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 171 clients with $12M 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 | 1.95% |
| $500K - $1000K | 1.85% |
| $1M+ | 1.75% |
Schedule 1 (more client input): 1.50% on the first $500,000, 1.45% from $500,001 to $999,999, and 1.40% over $1,000,000. Schedule 2 (WCM's choices of securities): 1.95% on the first $500,000, 1.85% from $500,001 to $999,999, and 1.75% over $1,000,000.
Fee Estimator
Location
202 N Walnut St, North Manchester, IN, 46962
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 ActivitiesSells Insurance
Daniel is the owner of Heritage Financial Planning, LLC, where he sells insurance products and services, dedicating about full-time hours to this. He also owns Daniel Ray Photography, but spends minimal time on it.
Employment History
Current Registrations
Whitestone Capital Management LLC
Previous Registrations
Whitestone Capital Management LLC
Alphastar Capital Management, LLC
Brookstone Financial
Sageguard Investment Advisory Services
Brookstone Capital Management LLC
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.