DL
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
61 advisors
Number of Clients
1,628 clients
Average Client Portfolio
$385K average
Assets Under Management
$626.5M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees and asset levels are negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
HAI charges an annual investment advisory fee based on assets under management, using a blended fee schedule. The maximum annual fee ranges from 1.00% to 2.00%. Fees and asset levels are negotiable based on various criteria. Fees are billed quarterly in advance. For ERISA plan services, fees shall not exceed 2%. There is no minimum account size.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105
Get directionsRegulatory History (2)
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Criminal
March 2018Final Disposition
Criminal
February 1988Final Disposition
Other Business Activities
Daniel is the owner of Lecure & Associates LLC, a tax preparation, accounting, and bookkeeping business. This non-investment related activity takes about half of Daniel's time.
Employment History
Current Registrations
Huntleigh Securities CorporationBroker
January 2021 - Present · 5 yrs
Huntleigh Advisors, INC.
August 2020 - Present · 5 yrs 5 mos
Previous Registrations
Datatex Investment Services INC
March 2020 - March 2023 · 3 yrs
K. W. Chambers & CO.Broker
July 2012 - December 2021 · 9 yrs 5 mos
LPL Financial LLC Broker
September 2009 - August 2012 · 2 yrs 11 mos
Mutual Service CorporationBroker
February 2005 - September 2009 · 4 yrs 7 mos
H.D. Vest Advisory Services, INC
April 2000 - March 2005 · 4 yrs 11 mos
H.D. Vest Investment ServicesBroker
December 1998 - March 2005 · 6 yrs 3 mos
State Registrations8 states
FLGAKYMNMOTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.