Advisor at Whitestone Capital Management LLC
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Firm
Whitestone Capital Management LLC
Location
North Manchester, IN 46962
Credentials
Series 65
Industry experience
14 years
Daniel Kerr is a financial advisor with Whitestone Capital Management LLC in North Manchester, Indiana, holding a Series 65 credential and 13 years of industry experience. He has previously worked at AlphaStar Capital Management and PMB Capital Management, and is also the owner of Daniel Ray Photography, a non-investment related business. Whitestone Capital Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a blend of tactical and strategic investment approaches, offers discretionary portfolio management through a wrap-fee program, and utilizes model portfolios alongside customized strategies.
Based on Whitestone Capital Management LLC
Based on Whitestone Capital Management LLC
Fixed financial planning fees ranging from $200 to $5,000, negotiable
$0 - $500,000: 1.50% (Schedule 1 - BlackRock Strategic ETF Models, Vanguard Passive ETF Models) or 1.95% (Schedule 2 - The Technician Models and others) $500,001 - $999,999: 1.45% (Schedule 1) or 1.85% (Schedule 2) $1,000,000+: 1.40% (Schedule 1) or 1.75% (Schedule 2)
Up to $350 per hour for financial planning services, billed in six-minute increments
Account minimum: $5,000 to $25,000 (typically, but may accept below minimum at discretion) Fee-only: Financial planning services charged hourly up to $350/hour or fixed fees ranging from $200 to $5,000
202 N Walnut St
North Manchester, IN 46962
Indiana
Whitestone Capital Management LLC
2021 - Present (5 years)
AlphaStar Capital Management, LLC
2019 - 2021 (2 years)
Daniel Ray Photography
2016 - Present (10 years)
PMB Capital Management, LLC
2015 - 2019 (4 years)
Heritage Financial Planning, LLC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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 63, Series 65
North Manchester,, IN
BayTrust Wealth Management, LLC
Series 63, Series 65
Roann, IN
Brookwood Investment Group
CFP®, ChFC®, Series 63, Series 66
Huntington, IN
Edward Jones
Series 63, Series 65
North Manchester, IN
LPL Financial
Series 66
Huntington, IN
Edward Jones
CFP®, Series 63, Series 66
North Manchester, IN
Edward Jones
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