Daniel Thornton is a registered investment advisor at Concord Wealth Partners, based in Abingdon, VA, 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,284 clients with $950M 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 $250K | 1.25% |
| $250K - $3.5M | 1.00% |
| $3.5M+ | 0.80% |
Fees are negotiable and can vary based on several factors. Concord Asset Management, an affiliated sub-advisor, charges an additional 0.25% of assets under management.
Fee Estimator
Location
955 West Main Street, Abingdon, VA, 24210-2427
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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 in a family business marketing project since 2018, acting as brand ambassadors for baseball-related products. This activity takes a few hours per week, and none during trading hours.
Employment History
Current Registrations
Concord Wealth Partners
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith 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.