Daniel Weinbaum
Daniel Weinbaum is a registered investment advisor at Spindletop Commonwealth Advisors LLC, based in Beaumont, TX, with 24 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 37 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Equities are charged no more than 1.50% annually, and fixed income investments are charged no more than 1.00% annually. Fees and minimum account sizes are negotiable based on relationship size and complexity.
Fee Estimator
Location
3450 Eastex Parkway, Beaumont, TX, 77703
Get directionsHistory
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
Daniel is a general partner and 22.6% owner of Weinbaum Building LLP, a family real estate investment partnership, since 1988. He devotes minimal time to this activity.
Employment History
Current Registrations
Spindletop Commonwealth Advisors LLC
Previous Registrations
UBS Financial Services INC.
State Registrations2 states
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
More Advisors
- Damon Davis, CFPWells Fargo Advisors
- Eric Schneider, CFPAmeriprise Financial Services, LLC
- Joshua Cavett, PFSNewedge Advisors
- Timothy Satre, CFPLPL Financial LLC
- Richard Gagne, ChFCCetera Investment Advisers LLC
- Clarke Baker, CFPStifel, Nicolaus & Company, Incorporated