Daniel Dewhitt is a registered investment advisor at Waystone Advisors LLC, based in Redmond, WA, with 1 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, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 306 clients with $180M 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 $1.0M | 0.99% |
| $1.0M - $4.0M | 0.85% |
| $4M+ | 0.50% |
Fees may be negotiable at the sole discretion of Waystone Advisors. The total blended fee, including Waystone's fee and any Independent Manager's fee, will not exceed 2.00% annually.
Fee Estimator
Location
Redmond, WA
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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 licensed to sell insurance and dedicates about half of his time to insurance sales. He also serves as President of Continents For Christ, a nonprofit missions organization, spending about 10-20% of his time outside of trading hours on this role.
Employment History
Current Registrations
Waystone Advisors LLC
State Registrations2 states
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