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CFP

Nicholas Daniel

Daniel Investment Group INC.
34 Years of Experience
Royal Oak, MI
Sells Insurance
View SEC Summary
View SEC Summary

Nicholas Daniel is a CFP-designated registered investment advisor at Daniel Investment Group INC., based in Royal Oak, MI, with 34 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 4 more. Their firm serves 214 clients with $210M in assets under management.

Daniel Investment Group INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
214 clients
Average Client Portfolio
$982K average
Assets Under Management
$210.1M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual asset management fee is 2.0%. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

306 S. Washington Ave., Suite 216, Royal Oak, MI, 48067

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History

Regulatory History
Clean regulatory record

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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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.
December 2025 - Present · 10 mos
Previous Registrations
Commonwealth Financial Network
April 2010 - December 2025 · 15 yrs 8 mos
Commonwealth Financial NetworkBroker
March 1997 - December 2021 · 24 yrs 9 mos
Painewebber IncorporatedBroker
March 1993 - March 1997 · 4 yrs
Lehman Brothers INC.Broker
August 1992 - March 1993 · 7 mos
State Registrations2 states
MITX
Advisor

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
No exam information available for this advisor.
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