DH
DH

Daniel Hampel

6 Years of Experience
St Louis, MO
Sells Insurance

Daniel Hampel is a registered investment advisor at Parco Wealth Management LLC, based in St Louis, MO, with 6 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 191 clients with $21M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
191 clients
Average Client Portfolio
$110K average
Assets Under Management
$21.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+1.00%

Fees negotiable for accounts above $1,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

St Louis, MO

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Daniel is involved with Parco, LLC, an insurance agency, dedicating approximately 100 hours per month to insurance sales. He also works as a tax preparer for Hampel LLC, spending about 20 hours per month on this activity.

Employment History
Current Registrations
Parco Wealth Management LLC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Maripau Wealth Management LLC
June 2021 - January 2023 · 1 yr 7 mos
Corecap Advisors
June 2020 - June 2021 · 1 yr
Ae Wealth Management, LLC
January 2019 - August 2019 · 7 mos
State Registrations1 state
MO
Advisor

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
No exam information available for this advisor.