Nicholas Daniel
Nicholas Daniel is a CFP-designated registered investment advisor at Daniel Investment Group INC., based in Royal Oak, MI, with 33 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 214 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Daniel Investment Group offers asset management services where advisors help clients develop an asset allocation strategy based on their individual needs. Advisors typically manage accounts with the authority to make trades without asking for approval in advance. The maximum account management fee is 2%. Clients in the PPS Custom Program may pay transaction charges, which presents a conflict of interest. Fees are payable quarterly in advance.
Location
306 S. Washington Ave., Suite 216, Royal Oak, MI, 48067
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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
Nicholas sells fixed insurance products through Daniel Investment Group. He is also a co-owner of Daniel Investment, Inc., which facilitates securities, advisory, and insurance business, taking up all of his time during business hours.
Employment History
Current Registrations
Daniel Investment Group INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Painewebber IncorporatedBroker
Lehman Brothers INC.Broker
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.