Advisor at Spindletop Commonwealth Advisors LLC
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Firm
Spindletop Commonwealth Advisors LLC
Location
Beaumont, TX 77703
Credentials
Series 63, Series 65
Industry experience
23 years
Daniel Weinbaum is the sole advisor at Spindletop Commonwealth Advisors LLC in Beaumont, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led Spindletop Commonwealth Advisors since 2008. Outside of advisory work, he is a general partner and 22.6% owner of Weinbaum Building LLP, a family real estate investment partnership. Spindletop Commonwealth Advisors provides investment advisory services to individuals, trusts, and estates, offering both discretionary and nondiscretionary investment supervision along with estate, retirement, college, and tax planning support. The firm employs a dynamic asset-allocation framework that incorporates a range of asset classes and analytical approaches, tailoring portfolios in coordination with outside accounts.
Based on Spindletop Commonwealth Advisors LLC
Fees may also be assessed on a fixed, flat-fee basis as negotiated with client.
$0+: Equities: no more than 1.50% $0+: Fixed Income: no more than 1.00%
Account minimum: $250,000 Fee-only: Fees assessed on fixed, flat-fee basis and/or percentage of assets under management as negotiated with client; asset-based fees charged annually, typically no more than 1.50% for equities and no more than 1.00% for fixed income.
3450 Eastex Parkway
Beaumont, TX 77703
Massachusetts · Texas
Spindletop Commonwealth Advisors LLC
2008 - Present (18 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
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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.
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