Daniel Michaud
Daniel Michaud is a registered investment advisor at Npf Investment Advisors, based in Grand Rapids, MI, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 937 clients with $2.5B 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 | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Exceptions to the fee schedule can be made at NPF’s discretion.
Fee Estimator
Contact
Daniel Michaud
Location
40 Pearl St., NW, Suite 500, Grand Rapids, MI, 49503-3026
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Daniel operates MaxWealth Management as a DBA for his LPL business since 2020. He also works with Hanson Brokerage selling non-variable insurance, dedicating a few hours per week during securities trading.
Employment History
Current Registrations
Npf Investment Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Principal Securities, INC.Broker
Waddell & ReedBroker
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