Daniel Lancaster is a CFA-designated registered investment advisor at The Wealth Expedition, based in Little Elm, TX, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1M+ | 0.75% |
Fees may be negotiable in certain cases, based on portfolio size, related household accounts, or the specific scope of advisory services provided.
Fee Estimator
Location
Little Elm, TX
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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
The Wealth Expedition
Previous Registrations
Fisher Investments
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Proequities, INC.Broker
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.