Daniel Ure is a registered investment advisor at Honor Wealth Management, LLC, based in Tomball, TX, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 261 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is for direct asset management services. Honor Wealth Management also utilizes Gradient Investments, LLC as a co-advisor with different fee structures. Fees are negotiable.
Fee Estimator
Location
18702 Fm 2920, Tomball, TX, 77377
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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 an attorney, owns rental properties, and works as a laborer on an organic farm. He also owns Honor Wealth Management, is a registered representative with Gradient Securities, and an investment advisor representative with Gradient Wealth Management.
Employment History
Current Registrations
Honor Wealth Management, LLC
Gradient Securities, LLCBroker
Previous Registrations
Gradient Wealth Management
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations12 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.