Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IWS charges fees based on a percentage of assets under management, hourly fees, or fixed planning fees. AUM fees range from 0.25% to 1.50% annually, and may be negotiable. Financial planning fees are typically $5,000, but can range up to $25,000 based on complexity. Hourly fees are a minimum of $300 per hour. Outside managers charge separate fees. There is no minimum to open an account.
Areas of Practice
Advisor Information
Office location
9442 N Capital Texas Hwy, Plaza 1, Suite 150, Austin, TX, 78759
Get directionsRegulatory 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 is affiliated with various insurance carriers to broker non-investment related insurance products and is a part owner of Lion Street through which he sells fixed insurance products. He also leases office space and sublets to an attorney, collecting rent.