Daniel Weinbaum
Daniel Weinbaum is a registered investment advisor at Spindletop Commonwealth Advisors LLC, based in Beaumont, TX, with 23 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 37 clients with $31M 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 | 1.50% |
Fees are negotiable. The rate of 1.5% is for equities. The rate for fixed income is no more than 1.00%.
Fee Estimator
Location
3450 Eastex Parkway, Beaumont, TX, 77703
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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 general partner and 22.6% owner of Weinbaum Building LLP, a family real estate investment partnership, since 1988. He devotes minimal time to this activity.
Employment History
Current Registrations
Spindletop Commonwealth Advisors LLC
Previous Registrations
UBS Financial Services INC.
State Registrations2 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.