CD
CD

Charles John Daniels

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
536 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10M+0.70%

Fees negotiable above $10 Million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
Loading...

Location

661 University Blvd, Suite 100, Jupiter, FL, 33458

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Slatestone Wealth LLC
February 2021 - Present · 5 yrs
Previous Registrations
BMO Harris Financial Advisors, INC
February 2010 - July 2016 · 6 yrs 5 mos
BMO Harris Financial Advisors, INC.Broker
January 2010 - July 2016 · 6 yrs 6 mos
UBS Financial Services INC.
January 2008 - October 2009 · 1 yr 9 mos
UBS Financial Services INC.Broker
December 2007 - October 2009 · 1 yr 10 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.