Daniel Melnyk
Daniel Melnyk is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Holland, MI, with 17 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
29 W 8th St., Ste. 230, Holland, MI, 49424
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2019Other Business Activities
Daniel works as an Investment Advisor Representative under the DBA name Wealth Foundations. He spends nearly full-time hours on this activity, including a significant amount of time trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Edward JonesBroker
Edward Jones
State Registrations16 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.