Daniel Krug is a registered investment advisor at Daniel Krug & Associates, based in Clarkston, MI, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 218 clients with $130M 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 | 1.40% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | Included |
Fees are negotiable for the tier 'Next $5,000,001 and up'. All accounts managed by Daniel Krug and Associates will also incur a 0.15% platform fee unless the client elects to use Sub-Adviser(s). If any portion of the client's assets are managed by Sub-Adviser(s), the platform fee is waived, and the Sub-Adviser(s) will charge a management fee in addition to Daniel Krug & Associates' fees. The total fee charged by Sub-Adviser(s) will not exceed 1.10%.
Fee Estimator
Location
8040 Ortonville Rd, Suite D, Clarkston, MI, 48348
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2012Other Business Activities
Daniel acts as a trustee for the Bernadette Kellner Irrevocable Trust and the Patricia Jones Trust, managing trust finances. He spends minimal time on each of these non-investment related activities.
Employment History
Current Registrations
Daniel Krug & Associates
Previous Registrations
Global Financial Private Capital, INC.
G.F. Investment Services, LLCBroker
Spc
Sigma Financial CorporationBroker
State Registrations3 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.