Daniel Investment Group Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Daniel Investment Group provides discretionary asset management and financial planning to individuals (including high‑net‑worth clients), qualified retirement plans, charitable organizations, and other advisory clients. The firm reports roughly $210 million in assets under management, three advisors, and about 214 client relationships, and offers portfolio management, comprehensive financial planning, retirement plan consulting, and participant advisory services.
The firm describes a fee‑oriented, fiduciary approach that emphasizes cost sensitivity, individualized planning, and model portfolios that advisors may customize for each client; most managed assets are handled on a discretionary basis. Daniel Investment Group also participates in third‑party programs through Commonwealth Financial Network (including the PPS Custom program and Commonwealth’s custodial/clearing relationships), and it may recommend mutual fund share classes (for example, American Funds F‑2) and other third‑party products as part of client portfolios.
Noteworthy differences from many peers include its size relative to team scale — over $200 million in AUM with a small advisory staff — and a deep operational reliance on Commonwealth/NFS/Pershing for billing, custody, and platform services. The brochure discloses specific conflicts tied to those arrangements (for example, how PPS Custom transaction‑charge practices and revenue flows from custodial platforms can affect trade and product selection) and notes one‑time transitional economics tied to Commonwealth’s acquisition by LPL Financial Holdings, all of which the firm discloses as potential conflicts of interest.
Client services
Expertise
Fee options
Flat or fixed fees available for Wealth Management Consulting and Retirement Plan Consulting; fees negotiable.
$0+: Up to 2% annually (maximum account management fee, exact rate negotiable) Less than $250,000 - $250,000: $300 (flat fee for Retirement Plan Consulting ongoing services, if applicable) $250,000 - $2,999,999: 0.12% (Retirement Plan Consulting ongoing services) $3,000,000 - $9,999,999: 0.09% (Retirement Plan Consulting ongoing services) $10,000,000 - $49,999,999: 0.05% (Retirement Plan Consulting ongoing services) $50,000,000 - $99,999,999: 0.03% (Retirement Plan Consulting ongoing services) $100,000,000+: 0.02% (Retirement Plan Consulting ongoing services) $0+: Flat percentage fee for Plan Participant Consulting (annual fee), exact percentage not clearly stated
Advisors licensed to sell insurance products receive commissions if clients purchase those products; less than 1% of advisor time spent on commission business.
Up to $500 per hour for Wealth Management Consulting and Retirement Plan Consulting financial planning services.
Annual fees possible for Wealth Management Consulting and Retirement Plan Consulting paid monthly, quarterly, semiannually, or annually.
Account minimum: $1,000,000 Fee-only: Fee-only, cost sensitive approach mentioned in Item 4; no commissions on advisory services except for insurance products offered by licensed insurance agents (which are commission-based and separate).
Main office
306 S. Washington Ave., Suite 216
Royal Oak MI 48067
Advisors at this office
3
Most active in
Florida · Georgia · Illinois · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Nicholas D
CFP®, Series 63, Series 65
Royal Oak, MI
Daniel Investment Group Inc.
Nicholas Daniel is a CFP® with 34 years of experience in the financial industry. He is affiliated with Daniel Investment Group Inc., where he has worked since 1997, and previously held positions at Commonwealth Equity Services, Inc. and Commonwealth Financial Network. Daniel Investment Group provides discretionary asset management and financial planning to individuals, qualified retirement plans, charitable organizations, and other advisory clients. The firm manages approximately $210 million in assets with a small team of three advisors and emphasizes a fee-oriented, fiduciary approach that incorporates cost sensitivity, individualized planning, and customizable model portfolios.
Eric D
Series 63, Series 65
Royal Oak, MI
Daniel Investment Group Inc.
Eric Daniel is a financial advisor with Daniel Investment Group Inc. in Royal Oak, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Commonwealth Financial Network from 1997 to 2021 and again from 2022 to 2025, alongside his ongoing role at Daniel Investment Group since 1997. Daniel Investment Group Inc. is an SEC-registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs a fee-oriented, fiduciary, and cost-sensitive approach using customizable model portfolios, managing approximately $210 million across about 214 client relationships.
Miles J
Series 65
Royal Oak, MI
Daniel Investment Group Inc.
Miles Jamieson is a financial advisor at Daniel Investment Group Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Commonwealth Financial Network as well as roles in academic institutions including Wayne State University and Davidson College. Daniel Investment Group provides discretionary asset management and financial planning services to individuals, qualified retirement plans, and charitable organizations. The firm manages approximately $210 million in assets with a small advisory team and employs a fee-oriented, fiduciary approach that emphasizes cost sensitivity and individualized planning.
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