Daniel Melnyk
Daniel Melnyk is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Holland, MI, 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B 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 | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
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.
Exams
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