Daniel Lohmar is a CFP-designated registered investment advisor at United Wealth Management, LLC, based in Rochester, IL, with 20 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, Investment Management, Retirement Planning. Their firm serves 257 clients with $410M 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 $800K | 1.00% |
| $800K - $1.8M | 0.75% |
| $1.8M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Rochester, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel works as a Flight Officer for United Airlines since 1997, an aviation business. This requires approximately 6 days per month, including during securities trading hours.
Employment History
Current Registrations
United Wealth Management, LLC
State Registrations6 states
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