Daniel Dooley is a PFS-designated registered investment advisor at Miai, INC., based in Dallas, TX, with 37 years of industry experience. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 276 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MIAI offers investment management services through two programs:
- MIAI Advisor Program (MAP): MIAI selects and manages your investments.
- Fidelity Managed Account Xchange℠ Program (FMAX): MIAI refers you to investment managers through Fidelity's platform.
The maximum annual management fee for both programs is 3.00% of the value of your portfolio, unless your account only holds mutual funds, in which case the maximum annual fee is 2.25%. Fees are negotiable.
Location
12222 Merit Dr, Suite 1390, Dallas, TX, 75251
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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.
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Daniel is a director of the Blanche Stanley Foundation, dedicating minimal time to managing its assets. He is also the President, CEO, and Registered Rep of Maplewood Investments, Inc. (BD) and President and Investment Advisor Representative of MIAI, Inc. (RIA), dedicating nearly full-time hours to each. He was briefly an Independent Investment Advisor Representative with Integrated Advisors Network, but closed the relationship with no business occurring.
Employment History
Current Registrations
Miai, INC.
Maplewood Investments, INC.Broker
Previous Registrations
Integrated Advisors Network LLC
Miai, INC.
Vestech Securities, INC.Broker
Rahm Securities CorporationBroker
Pb & T Financial Services, INC.Broker
Goodwin Securities, INCBroker
North Texas Securities CorporationBroker
Lowell & CompanyBroker
May Financial CorporationBroker
State Registrations11 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.