Daniel Amiot is a CFP-designated registered investment advisor at Wrought Iron Financial LLC, based in Canal Fulton, OH, with 14 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, Charitable Giving, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.40% |
Fees are negotiable above $4,000,000.
Fee Estimator
Contact
Daniel Amiot
Location
919 Cherry St E, Suite 202, Canal Fulton, OH, 44614
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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 Activities
Daniel is involved in theater and drama activities, including acting, teaching, and directing. This takes minimal time during trading hours.
Employment History
Current Registrations
Wrought Iron Financial LLC
Previous Registrations
Advance Capital Management INC
Cornerstone Capital Advisors
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.
Exams
Additional Information
Integrity, character and service are my life’s compass. I bring passion and energy to each of my clients and strive to discover the best way to serve each of you.I graduated Summa Cum Laude from Cleveland State University in 2005 with a BFA in Finance and earned my CFP designation in 2018. I am a lifetime member of Beta Gamma Sigma International Business Honor Society. I have been working with clients on their financial plans since 2007.My WHY is, has been, and always will be my family. I am raising four children with my wife of 22 years, and our hobbies follow their interests. Just as in my financial calling, my home life is led by service. I am an active volunteer in Community Theatre, an assistant Scoutmaster for my children’s Scouting Troops, and active in all their passions. In our limited free time, My wife and I love to go to the theatre, go out dancing, hiking, and wine and whisky tasting.