Daniel Casey
Daniel Casey is a registered investment advisor at Bridgeriver Advisors LLC, based in Bloomfield Hills, MI, with 14 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 200 clients with $70M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
The fee is negotiable.
Fee Estimator
Location
40900 Woodward Ave, Ste 150, Bloomfield Hills, MI, 48304
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an insurance agent appointed with various insurance companies and receives commissions from insurance sales. He also provides consulting services on wills and trusts with other law firms and receives a portion of their fee.
Employment History
Current Registrations
Bridgeriver Advisors LLC
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.