Daniel Dobbins
Daniel Dobbins is a registered investment advisor at Dobbins Capital Management, based in Taylor, MI, with 15 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5 clients with $190K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dobbins Capital Management offers portfolio management services where fees are based on a percentage of the value of your portfolio. The annual fee ranges from 0.50% to 2.25% and is negotiable based on the size of the account. Dobbins Capital Management also offers selection and monitoring of third-party advisors, where the annual fee is negotiable up to 2.00%.
Location
23755 Goddard Rd, Taylor, MI, 48180-4044
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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 independent insurance agent with Glenn Dobbins Agency Inc., focusing on property and casualty insurance, dedicating a significant amount of time to this role. He is also an active attorney specializing in estate planning, trusts, and corporate law, and owns rental real estate.
Employment History
Current Registrations
Dobbins Capital Management
Previous Registrations
New England Securities Corporation
New England Securities Corporation
State Registrations1 state
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.