Daniel Stavale
Daniel Stavale is a registered investment advisor at Paragon Retirement Planning, INC., based in Troy, MI, with 16 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, High Net Worth, Investment Management, and 2 more. Their firm serves 150 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paragon Retirement Planning recommends third-party investment advisors to manage client portfolios. The total fee you'll pay, including Paragon's fee and the sub-advisor's fee, ranges from 0.50% to 1.95% of your portfolio per year. Paragon's fee alone ranges from 0.25% to 1.2% and may be negotiable.
Location
200 East Big Beaver, Troy, MI, 48083
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Regulatory History (1)
Customer Dispute
May 2016Other Business ActivitiesSells Insurance
Daniel is the president of College Planning Solutions, LLC, assisting students with college selection and scholarships, dedicating about 10-20% of his time. He is also an independent insurance agent selling various insurance products, including fixed index annuities, spending about half his time on this activity.
Employment History
Current Registrations
Paragon Retirement Planning, INC.
Previous Registrations
Caitlin John, LLC
Spc
State Registrations1 state
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.