Daniel Bolda
Daniel Bolda is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Farmington Hills, MI, with 40 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
31313 Northwestern Hwy., Suite 100, Farmington Hills, MI, 48334
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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 the owner and an independent insurance agent for various independent insurance companies through Michigan Pension & Financial Inc. He also works as an advisory representative of a Registered Investment Advisor (RIA) called CIRA, dedicating a significant amount of time to this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Intersecurities, INC.Broker
Intersecurities, INC.Broker
Royal Maccabees Securities CompanyBroker
Guardian Investor Services CorporationBroker
American Express Financial Advisors INC.Broker
State Registrations13 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.
Exams
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