Daniel Becker
Daniel Becker is a CFP-designated registered investment advisor at Stokes Family Office LLC, based in Dallas, TX, with 12 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 698 clients with $2.5B 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable on a limited basis. Fees may be higher or lower than the fee schedule depending on specific circumstances.
Fee Estimator
Location
5960 Berkshire Ln, Floor 6, Dallas, TX, 75225
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 an independent insurance agent since 2016, spending minimal time developing insurance solutions for clients. He is also a manager of Becker Strata Holdings LLC, a holding company, since 2022, with no time commitment.
Employment History
Current Registrations
Stokes Family Office LLC
Previous Registrations
Strata Wealth Advisors, LLC
Mutual Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations2 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.