Advisor at Antoine Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Antoine Wealth Management
Location
Conway, AR
Credentials
Series 65
Industry experience
3 years
Daniel Antoine is the principal advisor at Antoine Wealth Management in Conway, AR. He holds a Series 65 designation and has three years of experience in financial advising. Prior to founding his firm, he worked in the energy sector, including roles at Enable Midstream Partners, LP and Energy Transfer LP, where he currently serves as a Senior DOT Compliance Specialist. Antoine Wealth Management serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning, retirement and education planning, and portfolio management. The firm’s investment approach integrates fundamental analysis with Modern Portfolio Theory, emphasizing tail-risk management through scenario analysis and stress testing, and employs both active and passive strategies tailored to client needs.
Based on Antoine Wealth Management
Fixed fees for financial planning engagements range from $600 to $6,500
$0 - $249,999: 1.00% annually $249,999 - $999,999: 0.75% annually $1,000,000+: 0.50% annually
Fixed monthly fees for ongoing financial planning paid in advance, ranging from $600 to $6,500 per year
Minimum fee: Fixed fees ranging from $600 to $6,500 for one-time financial planning engagements; fixed monthly fees for ongoing financial planning ranging from $600 to $6,500 per year Fee-only: Fees are fee-only; no commissions or performance-based fees charged
Conway, AR
Arkansas
Energy Transfer LP
2021 - Present (5 years)
Antoine Wealth Management, LLC
2021 - Present (5 years)
Enable Midstream Partners, LP
2013 - 2021 (8 years)
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