Daniel Cavise is a registered investment advisor at Gladstone Wealth Partners, based in Red Bank, NJ, with 20 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
10 Broad Street, Suite 202, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel works as a registered investment advisor and registered representative with multiple entities including Gladstone Institutional Advisory LLC, Gladstone Wealth Group, LPL Financial, and Gladstone Wealth Partners. These activities take about half of Daniel's time.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
State Registrations19 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.