Daniel Cesta
Daniel Cesta is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Plymouth, MI, with 29 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
849 Penniman Suite 201, Plymouth, MI, 48170
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2001Other Business ActivitiesSells Insurance
Daniel operates under the DBA Pinnacle Wealth Management Group, Inc. and engages in non-variable insurance and fixed annuity business, dedicating minimal time to it. He also owns DAC Investments, LLC for real estate ventures and is involved in two other real estate related entities, spending minimal time on these activities.
Employment History
Current Registrations
Private Client Services, LLCBroker
Pinnacle Wealth Management Group, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations8 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.