Tracey Daniel
Tracey Daniel is a registered investment advisor at Cravens Brothers Private Wealth Management LLC, based in Dallas, TX, with 8 years of industry experience. Tracey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44 clients with $140M 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 $5.0M | 0.90% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees may be negotiable based on various factors. Lower fees are charged for fixed income only portfolios.
Fee Estimator
Location
1801 N. Lamar St., Suite 550, Dallas, TX, 75202
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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 Activities
Tracey is the Secretary/Treasurer for the TreeTops 2 Condos Homeowners Association, a volunteer role that involves keeping minutes, books, and records. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Gladstone Wealth Partners
Cravens Brothers Private Wealth Management 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.