Daniel Newell is a registered investment advisor at Stonebridge Financial Group, LLC, based in Wormleysburg, PA, with 2 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,457 clients with $2.3B 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% |
Annual fees do not exceed 2.00%. Fees are negotiable in individual cases. Accounts with options trading authorized may incur an additional fee ranging from 0.25% to 0.5%.
Fee Estimator
Location
602 North Front Street, Wormleysburg, PA, 17043
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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 Activities
Daniel is involved with Stonebridge HR Solutions as a reseller and service provider of Paycor payroll software. This non-investment related activity takes nearly full-time hours.
Employment History
Current Registrations
Stonebridge Financial Group, LLC
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
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