Daniel Courtney is a CFP-designated registered investment advisor at Rubinbrown Advisors LLC, based in St. Louis, MO, with 32 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, and 1 more. Their firm serves 1,107 clients with $3.3B 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. Longer tenured clients may pay fees ranging from 0.10% to 1.00%. Some clients have negotiated a flat quarterly fee. Clients who hire RubinBrown Advisors as a result of their advisor joining the firm continue to pay the same fees they paid to their prior investment adviser firm, provided they do not exceed 1.00% of assets, unless negotiated by the client.
Fee Estimator
Location
7676 Forsyth Blvd., Suite 2100, St. Louis, MO, 63105
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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 owns Crestmoor Partners LLC, which was formerly the DBA for Basis Financial Planning. The RIA has been withdrawn and Daniel is closing the LLC in 2022, spending no time on it.
Employment History
Current Registrations
Rubinbrown Advisors LLC
Previous Registrations
Origin Financial
Basis Financial Planning
Alpha Capital Management Group LLC
Advisors Asset Management, INC.Broker
Roka Capital Distributors, LLCBroker
Capital Brokerage CorporationBroker
Resource Securities, INC.Broker
Anthem Securities, INC.Broker
Atel Securities CorporationBroker
Related Equities CorporationBroker
Phoenix Securities, INC.Broker
Tcc Securities CorporationBroker
Shurgard Securities CorporationBroker
Stifel, Nicolaus & Company, IncorporatedBroker
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.