Daniel Frey
Daniel Frey is a registered investment advisor at Mwa Financial Services, INC., based in Milwaukee, WI, with 18 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,012 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Adviser-managed and third-party managed accounts charge annual fees ranging from 0.25% to 1.50% of assets under management. Fees are negotiable.
Fee Estimator
Location
2371 S 107th Street, Milwaukee, WI, 53227
Get directionsHistory
Regulatory History (2)
Regulatory
February 2007Criminal
October 1997Other Business Activities
Daniel is the owner of Frey Estates LLC, established in 2011, which is purchasing a Subway restaurant. His wife will manage the business, and Daniel spends minimal time on it.
Employment History
Current Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
State Registrations8 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.
Exams
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