Daniel Thomas
Daniel Thomas is a registered investment advisor at Provision Asset, LLC, based in Little Elm, TX, with 3 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 453 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Provision Asset offers several investment management options, each with a different annual fee based on the 'Dynamic', 'Premier', 'Plus', 'Model', or 'Select' program. The fees are:
- Provision Dynamic: 1.90% per year
- Provision Premier: 1.65% per year
- Provision Plus: 1.55% per year
- Provision Model: 1.35% per year
- Provision Select: 1.00% per year
Accounts within the same household may be combined for a reduced fee. Fees are billed quarterly, and there is a minimum quarterly fee of $25.
Location
Little Elm, TX
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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 the owner and insurance agent for In Focus Consulting LLC, dedicating about a quarter of his time to this investment-related activity. He also owns Ivantage LLC, a non-investment related business, spending minimal time on it.
Employment History
Current Registrations
Provision Asset, LLC
State Registrations1 state
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