Daniel Benedum is a registered investment advisor at Gladstone Wealth Partners, based in Colgate, WI, with 25 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
Colgate, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel operates his LPL business under the DBA Silverleaf Wealth Management and provides investment advisory services through Silverleaf Advisor Group, spending full-time on these activities. He also has a business entity, DCB Financial Services, LLC, for tax/investment purposes, requiring minimal time, and is a registered representative with LPL Financial and Gladstone Institutional Advisory, LLC, spending about half his time on each.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Silverleaf Advisor Group, LLC
Morgan StanleyBroker
Morgan Stanley
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Strong Investments, INC.Broker
State Registrations10 states
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.