Daniel Doyle
Daniel Doyle is a CFP-designated registered investment advisor at Oak Park Wealth Management LLC, based in Lakewood, OH, with 17 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 32 clients with $48M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
Lakewood, OH
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 a licensed insurance agent who sells insurance products. This activity requires minimal time.
Employment History
Current Registrations
Oak Park Wealth Management LLC
Previous Registrations
Robbins Wealth Management
Strategic Advisers, INC.
TD Ameritrade, INC.
Amerivest Investment Management, LLC
Fifth Third Securities, INC.
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.