Daniel Sickelsmith
Daniel Sickelsmith is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Uniontown, PA, with 1 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B 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 | 2.00% |
Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.
Fee Estimator
Location
110 Daniel Dr, Suite 11, Uniontown, PA, 15401
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 →Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, 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.
Exams
More Advisors
- Earl Stevenson, ChFCChicago Capital Management Advisors, LLC
- Geremy Hoover, CFPJanney Montgomery Scott LLC
- Victor Fiano, CFPWells Fargo Advisors
- Devan White, CFP
- Timothy Brown, CFPJanney Montgomery Scott LLC