Daniel Zech is a CFP, ChFC-designated registered investment advisor at Stalt Financial, LLC, based in Troy, 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 83 clients with $21M 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 $250K | 0.85% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are generally negotiable and may be discounted based on client relationships and asset levels. Clients may also incur separate third-party fees such as custodian, brokerage, and sub-advisory fees.
Fee Estimator
Location
5700 Crooks, Suite 212, Troy, MI, 48098
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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
Stalt Financial, LLC
Previous Registrations
Stalt Financial, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Stalt Financial, LLC
Fai Advisors, INC.
On Investment Management CO
The O.N. Equity Sales CompanyBroker
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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