Daniel Joseph Antoine
Advisor at Antoine Wealth Management — Conway, AR
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.
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.
Credentials
Series 65
Experience Industry experience
4 years
Location
Conway, AR
Antoine Wealth Management
Independent
Total advisors
1Clients per advisor
9 LowAvg AUM per client
$457,991 TypicalHNW client ratio
0% LowDaniel 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
Conway AR
Advisors at this office
1
Arkansas
4 years of industry experience
Energy Transfer LP
2021 - Present • 5 years
Little Rock, AR
Antoine Wealth Management, LLC
2021 - Present • 5 years
Conway, AR
Enable Midstream Partners, LP
2013 - 2021 • 8 years
Oklahoma City, OK
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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