Daniel Chapman is a registered investment advisor at Retirement Resources, LLC, based in Auburn Hills, MI, with 14 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 391 clients with $170M 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 | 1.00% |
Standard fee is 1.00% annually, but fees are negotiable based on account size, representative, and complexity. Sub-advisors may charge an additional 0.10% to 1.00%.
Fee Estimator
Location
1625 N Opdyke Rd, Auburn Hills, MI, 48326
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Retirement Resources, LLC
State Registrations1 state
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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