DC
CFP
DC
CFP

Daniel Ward Clinard

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,953 clients
Average Client Portfolio
$723K average
Assets Under Management
$2.9B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.33%
$250K - $500K1.28%
$500K - $750K1.23%
$750K - $1.0M1.13%
$1.0M - $5.0M1.00%
$5M+1.00%

Fees are negotiable above $5,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1401 South Brentwood Boulevard, Suite 700, St. Louis, MO, 63144

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Visionary Wealth Advisors, LLC
May 2014 - Present · 11 yrs 9 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
August 2013 - May 2014 · 9 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.