A complete list of active advisors currently associated with Daniel Investment Group Inc.
Warmer can help you find a great advisor at Daniel Investment Group Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Daniel Investment Group Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Royal Oak, MI
| 30
| |
Royal Oak, MI
| 34
| |
Royal Oak, MI
| 1
|
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