Daniel Baxter is a registered investment advisor at United Advisors America, based in Platteville, WI, with 9 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 1,751 clients with $350M 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 $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
Fixed income portfolio management fee is 0.5%.
Fee Estimator
Location
Platteville, WI
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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 →Other Business ActivitiesSells Insurance
Daniel is a full-time insurance agent for Alliance America since 2015, selling life and health insurance. He is also a partner in two real estate holding LLCs and co-owns a rental house, spending minimal time on management and landlord duties for these ventures.
Employment History
Current Registrations
United Advisors America
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
State Registrations2 states
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