Daniel Lagore
Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OLV charges a fee based on a percentage of the assets they manage. The maximum annual advisory fee is 1.85%. The specific fees are outlined in your Investment Advisory Agreement and may vary based on the size of the account, complexity, and activity. Fees are billed monthly based on the average daily balance. Employees and their family members may be charged a reduced fee.
Location
607 East Second Avenue, Suite 100, Flint, MI, 48502
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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 a board member at Handprints Christian Early Learning Center, providing investment advice for a fee, and a public notary in Michigan. He also works as an insurance agent through OLV Investment Group, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Oliver Lagore Vanvalin Investment Group, INC.
Ae Financial Services, LLCBroker
Previous Registrations
The Huntington Investment CompanyBroker
State Registrations5 states
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.