Advisor at Visionary Wealth Advisors, LLC
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Firm
Visionary Wealth Advisors, LLC
Location
St. Louis, MO 63144
Credentials
CFP®, Series 63
Industry experience
12 years
Daniel Clinard is a CFP® with 12 years of experience in the financial industry. He has worked at Mass Mutual Life Insurance Company and Visionary Wealth Advisors, LLC since 2014. Clinard holds a Series 63 license and is based in St. Louis, MO. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and investment management using a process that combines fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.
Based on Visionary Wealth Advisors, LLC
Based on Visionary Wealth Advisors, LLC
Fixed, project-based financial planning and consulting fees generally range from $500 to $15,000
$0 - $250,000: 1.25% $250,001 - $500,000: 1.20% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.05% $1,000,001 - $5,000,000: 1.00% Above $5,000,000+: Negotiable
Fee-only: Financial planning fixed fees generally range from $500 to $15,000 depending on scope and complexity; fees are negotiable
1401 South Brentwood Boulevard, Suite 700
St. Louis, MO 63144
Missouri
Mass Mutual LIfe Insurance Company
2014 - Present (12 years)
Visionary Wealth Advisors, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Mills Barrington Advisors, LLC.
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Premier Wealth Advisory Services, Inc.
Series 63, Series 66
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Integra Wealth Advisors
Series 63, Series 65
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S.P. Parkin & Co
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