Daniel Ladd is a CFP-designated registered investment advisor at Foundation Wealth Management, LLC, based in Clayton, MO, with 10 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 345 clients with $590M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
All accounts are subject to a minimum annual Advisory Fee of $10,000. Fees are negotiable.
Fee Estimator
Contact
Daniel Ladd
Location
168 N. Meramec Ave, Suite 100, Clayton, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Foundation Wealth Management, LLC
State Registrations3 states
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Exams