JD
JD
John Daniel
15 Years of Experience
Bloomfield Hills, MI
1 Disclosure
John Daniel is a registered investment advisor at Daniel Investments, INC., based in Bloomfield Hills, MI, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 47 clients with $52M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
47 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$51.6M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1000K | 0.85% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Bloomfield Hills, MI
Get directionsHistory
Regulatory History (1)
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Regulatory
December 2007Final
Employment History
Current Registrations
Daniel Investments, INC.
April 2010 - Present · 16 yrs 1 mo
State Registrations1 state
MI
Advisor
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
No exam information available for this advisor.