Daniel Laginess
Daniel Laginess is a registered investment advisor at Uhy Wealth Management RIA LLC, based in Farmington Hills, MI, with 27 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 89 clients with $100M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.10% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.90% |
UHY retains discretion to negotiate alternative fees, including fixed or hourly fees, on a client-by-client basis.
Fee Estimator
Location
27725 Stansbury Blvd, Suite 385, Farmington Hills, MI, 48334
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Daniel is the owner of Creative Financial Solutions, providing CPA, accounting, and consulting services, including tax and bookkeeping. He also offers insurance, annuities, employee benefits, and property and casualty insurance, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Uhy Wealth Management RIA LLC
Previous Registrations
Corecap Advisors
Corecap Investments, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.