Daniel Fisher
Daniel Fisher is a registered investment advisor at Fisher Financial Group, LLC, based in Northbrook, IL, with 20 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, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 116 clients with $41M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
707 Skokie Blvd.,, Suite 600, Northbrook, IL, 60062
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Daniel works as an independent insurance agent selling annuity, life, health, and accident insurance. This takes nearly full-time hours.
Employment History
Current Registrations
Fisher Financial Group, LLC
Previous Registrations
Workman Securities Corporation
Workman Securities Advisory Services
Ipi Asset Management, INC.
State Registrations2 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.