Daniel Bramschreiber is a registered investment advisor at Dmk Advisor Group, INC., based in lucas, TX, with 29 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 515 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DMK Advisor Group charges management fees based on a percentage of the value of your portfolio, though the exact fee schedule is determined on an individual client basis. Fees are negotiable except for direct participation and variable annuities. Management fees are typically billed quarterly in advance for discretionary accounts or quarterly in arrears for non-discretionary accounts.
Location
lucas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is affiliated with DAB Wealth Management, where his duties include due diligence, product placement, and service review. He spends a few hours per week during normal trading hours and about 10-20% of his time outside of normal trading hours on this activity.
Employment History
Current Registrations
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.Broker
Previous Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLCBroker
Great Point Advisors, LLC
Arque Capital, LTD.
Arque Capital, LTD.
Arque Capital, LTD.Broker
Fox & Company Investments INC.Broker
Fox Advisor Group
Questar Capital CorporationBroker
Questar Asset Management, INC.
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Fox & Company Investments INC.Broker
State Registrations6 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.