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Daniel Tacker

Nfi Advisors, INC
15 Years of Experience
Novi, MI
1 Disclosure
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Daniel Tacker is a registered investment advisor at Nfi Advisors, INC, based in Novi, MI, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $44M in assets under management.

Nfi Advisors, INC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
45 clients
Average Client Portfolio
$987K average
Assets Under Management
$44.4M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable depending on individual client circumstances. For accounts participating in the Hedge Strategies Program, the fee is 2% of assets managed. The Hedge Strategies is only available to accredited investors.

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

39475 W. 13 Mile Rd., Suite 102, Novi, MI, 48377

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History

Regulatory History (1)
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Judgment / Lien
April 2012
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Employment History
Current Registrations
Nfi Advisors, INC
March 2011 - Present · 15 yrs 2 mos
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.
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