Daniel Wheeler is a registered investment advisor at The Viable Group, INC., based in San Antonio, TX. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 285 clients with $64M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
8700 Crownhill Blvd, Suite 303, San Antonio, TX, 78209
Get directionsHistory
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 ActivitiesSells Insurance
Daniel works as an insurance agent providing insurance services through Lonestar Wealth Management. This activity takes about half of his time.
Employment History
Current Registrations
The Viable Group, INC.
Lonestar Registered Investment Advisors, PLLC
State Registrations1 state
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.