Adam Daniels is a registered investment advisor at Waterstone Financial Advisory LLC, based in Fort Myers, FL, with 3 years of industry experience. Adam 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 291 clients with $260M 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 $200K | 1.15% |
| $200K - $500K | 1.05% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $8.0M | 0.60% |
| $8M+ | 0.45% |
Clients are also charged a platform fee ranging from 0.20% to 0.75% depending on the AssetMark investment solutions used.
Fee Estimator
Location
12597 New Brittany Blvd, Fort Myers, FL, 33907
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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 →Employment History
Current Registrations
Waterstone Financial Advisory LLC
Previous Registrations
J.W. Cole Financial, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Park Avenue Securities LLCBroker
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.