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Daniel Ditchfield

15 Years of Experience
Champaign, IL
BrokerSells Insurance

Daniel Ditchfield is a registered investment advisor at Horace Mann Investors, INC., based in Champaign, IL, with 15 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 Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
74 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.60%
$250K - $500K1.60%
$500K - $1.0M1.40%
$1.0M - $5.0M1.20%
$5M+1.10%

Fees vary by specific model program selected. Rates shown represent the maximum fees across programs such as BNY AdvisorFlex and BNY Managed360.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 E Main Street, Suite 210, Champaign, IL, 61820

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Daniel is a multiline insurance agent affiliated with Horace Mann Service Corp., offering property, casualty, health, and life insurance products.

Employment History
Current Registrations
Horace Mann Investors, INC.
October 2016 - Present · 10 yrs
Horace Mann Investors, INC.Broker
October 2016 - Present · 10 yrs
Previous Registrations
Thrivent Investment Management INC.
April 2016 - September 2016 · 5 mos
Thrivent Investment Management INC.Broker
February 2016 - September 2016 · 7 mos
Horace Mann Investors, INC.Broker
December 2010 - February 2016 · 5 yrs 2 mos
State Registrations3 states
ILINMO
AdvisorBrokerBoth

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.
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