Daniel Michel is a registered investment advisor at Lincoln Investment, based in Baldwinsville, NY, with 36 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
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Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
32 Oswego St., Baldwinsville, NY, 13027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the President and Treasurer of Michel Tax & Accounting Service, Inc., where he spends a significant amount of time on tax preparation, payroll, bookkeeping, and accounting. He also owns and leases rental properties, dedicating minimal time to this activity.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Equities CorporationBroker
Legend Capital CorporationBroker
State Registrations25 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.