Daniel Wilson is a registered investment advisor at Lodestone Fiduciary LLC, based in Plymouth, MN. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.40% |
Fees are negotiable at the discretion of Lodestone Fiduciary. The firm enforces a minimum annual fee of $1,000 and a maximum fee ceiling of 2.00%.
Fee Estimator
Location
Plymouth, MN
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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
Lodestone Fiduciary 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.
Exams
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