Daniel Mcelwee is a CFP-designated registered investment advisor at Ventura Wealth Management, based in Yardley, PA, with 17 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 531 clients with $600M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for assets over $5 million.
Fee Estimator
Location
820 Township Line Road, Suite 100, Yardley, PA, 19067
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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 a freelance writer, involved with multiple non-profit organizations, and owns a home rental property. He also works as an Executive VP at Ventura Wealth Management, is a Partner and COO at NVWM, LLC, and does investment research for HROI, LLC.
Employment History
Current Registrations
Ventura Wealth Management
Previous Registrations
Osaic Wealth, INC.Broker
American Portfolios Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations1 state
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