Daniel Romaine
Daniel Romaine is a CFP, ChFC-designated registered investment advisor at The Ameriflex Group, based in Plymouth, MA, with 41 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 16,688 clients with $9.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AmeriFlex offers investment management through various platforms, including Cambridge Managed Account Platform (CMAP) and WealthPort wrap programs. Fees are negotiated by each advisor and are based on a percentage of the market value of assets in the account. Fees are charged monthly or quarterly, in advance or in arrears. Clients may also be responsible for platform fees and internal fund expenses. The fees are negotiable.
Location
36 Cordage Park Circle, Suite 328, Plymouth, MA, 02360
Get directionsHistory
Regulatory History (1)
Regulatory
August 1998Other Business ActivitiesSells Insurance
Daniel sells fixed insurance products and dedicates about 10% of his time to this activity. He is also the President and Owner of Romaine Financial Services Corp. and offers college planning services, each taking about 10% of his time.
Employment History
Current Registrations
The Ameriflex Group
Cambridge Investment Research, INC.Broker
Previous Registrations
Commonwealth Financial Network
Romaine Financial Services CORP.
Commonwealth Financial NetworkBroker
New England SecuritiesBroker
MML Investors Services, INC.Broker
State Registrations20 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.