Daniel Henneghan
Daniel Henneghan is a registered investment advisor at Citizens Private Wealth, based in Bingham Farms, MI, with 6 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 Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,567 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.55% |
Fees may be reduced or waived based on account size, complexity, and family relationships. Legacy clients may be subject to separate wrap fees or fixed-income-only schedules.
Fee Estimator
Location
Bingham Farms, MI
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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
Citizens Private Wealth
Citizens Securities, INC.
Citizens Securities, INC.Broker
Citizens Securities, INC.
Previous Registrations
Modern Wealth Management, LLC
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Fbr Capital Markets & CO.Broker
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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