Daniel Kill
Daniel Kill is a ChFC-designated registered investment advisor at Dv Kill Advisory Services, LLC, based in Marquette, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 64 clients with $5.1M 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 $100K | 1.00% |
| $100K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.78% |
| $5M+ | 0.65% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
936 Sherman Street, Marquette, MI, 49855
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2012Other Business ActivitiesSells Insurance
Daniel is a licensed insurance agent and may offer clients advice or products related to this activity. Clients should be aware of the potential conflict of interest, though DV Kill Advisory Services, LLC always acts in the client's best interest.
Employment History
Current Registrations
Dv Kill Advisory Services, LLC
Previous Registrations
Ohlmann Investment Advisors LLC
Princor Financial Services Corporation
Primevest Financial Services, INC.
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.