Daniel Doyce Payne

CFA

Slatestone Wealth LLC

22 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners

Slatestone Wealth LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

536 clients

Average Client Portfolio

$3.1M average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	1.00%
$2.0M - $5.0M	0.85%
$5.0M - $10.0M	0.70%
$10M+	0.70%

Fees negotiable above $10 Million.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$10,000

Location

661 University Blvd, Suite 100, Jupiter, FL, 33458

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History

Regulatory History (1)

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Regulatory

July 2014

Final

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Employment History

Current Registrations

Slatestone Wealth LLC

August 2023 - Present · 2 yrs 6 mos

Previous Registrations

Morgan Stanley

July 2014 - August 2023 · 9 yrs 1 mo

Morgan StanleyBroker

February 2014 - August 2023 · 9 yrs 6 mos

Oppenheimer & CO. INC.

April 2009 - June 2009 · 2 mos

Oppenheimer & CO. INC.Broker

March 2009 - June 2009 · 3 mos

Stanford Group CompanyBroker

September 2007 - March 2009 · 1 yr 6 mos

Stanford Group Company

August 2007 - March 2009 · 1 yr 7 mos

St Johns Wealth Management

October 1998 - September 2007 · 8 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.