Daniel Hoban
Daniel Hoban is a registered investment advisor at Spectrum Financial Resources, based in Troy, MI, with 43 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 545 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for portfolios over $5,000,001.
Fee Estimator
Location
1661 W. Big Beaver, Troy, MI, 48084
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an insurance agent since 2005 and a tax preparer since 2007. He is also the president of Spectrum Financial Resources, LLC, a registered investment advisor, since 1986, and a notary public since 2011.
Employment History
Current Registrations
Spectrum Financial Resources
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Mutual Service CorporationBroker
Raymond James Financial Services, INC.Broker
Fsc Securities CorporationBroker
Fsc Securities CorporationBroker
Thomson Mckinnon Securities INC.Broker
The Ohio CompanyBroker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.