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Daniel Herzig

Foguth Wealth Management, LLC.
20 Years of Experience
Maumee, OH
1 Disclosure
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Daniel Herzig is a registered investment advisor at Foguth Wealth Management, LLC., based in Maumee, OH, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,690 clients with $1.1B in assets under management.

Foguth Wealth Management, LLC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
51 advisors
Number of Clients
2,690 clients
Average Client Portfolio
$398K average
Assets Under Management
$1.1B

Fee Structure

Planning is included in investment management

Foguth Wealth Management's annual investment management fees are negotiable and range from 0.50% to 2.00% of the average daily balance of your portfolio. The fees are paid monthly in advance. If a third-party manager is used, their fee is separate from FWM's fee and will be directly debited from your account. Financial planning services are included in the investment management fee. Direct Indexing Models are offered through Orion Portfolio Solutions, LLC with a fee of 0.15%.

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Location

1684 Woodlands Dr, Ste 300, Maumee, OH, 43537

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History

Regulatory History (1)
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Criminal
December 1991
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Foguth Wealth Management, LLC.
July 2026 - Present · 3 mos
Previous Registrations
MML Investors Services, LLC
October 2024 - February 2026 · 1 yr 4 mos
MML Investors Services, LLCBroker
October 2024 - February 2026 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2022 - September 2024 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2022 - September 2024 · 2 yrs 5 mos
Citizens Securities, INC.
December 2019 - April 2022 · 2 yrs 4 mos
Citizens Securities, INC.Broker
December 2019 - April 2022 · 2 yrs 4 mos
VALIC Financial Advisors, INC.
April 2019 - January 2020 · 9 mos
VALIC Financial Advisors, INC.Broker
May 2018 - January 2020 · 1 yr 8 mos
Key Investment Services LLCBroker
June 2015 - May 2018 · 2 yrs 11 mos
VALIC Financial Advisors, INC.
December 2011 - March 2015 · 3 yrs 3 mos
VALIC Financial Advisors, INC.Broker
November 2011 - March 2015 · 3 yrs 4 mos
The Huntington Investment CompanyBroker
September 2010 - February 2011 · 5 mos
Key Investment Services LLCBroker
October 2007 - September 2010 · 2 yrs 11 mos
Edward Jones
January 2007 - September 2007 · 8 mos
Edward JonesBroker
May 2006 - September 2007 · 1 yr 4 mos
American Family Securities, LLCBroker
August 2004 - February 2006 · 1 yr 6 mos
State Registrations2 states
MIOH
Advisor

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Exams
No exam information available for this advisor.
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