Daniel Haines is a CFA, CFP-designated registered investment advisor at Voisard Asset Management Group, based in Grand Rapids, MI, with 8 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, Corporate Executives, Estate Planning, Gen X, and 4 more. Their firm serves 461 clients with $590M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees may be negotiable. Discounts may be offered to family members of associated persons of the firm.
Fee Estimator
Contact
Daniel Haines
Location
99 Monroe Ave, NW,, Suite 504, Grand Rapids, MI, 49503
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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
Voisard Asset Management Group
Previous Registrations
Summitview Advisors
Zhang Financial
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
Additional Information
Dan worked for two multi-billion-dollar advisory firms where he focused on building tailored portfolios for clients. After working at the larger organizations, he wanted to start a firm where he could give a more personalized experience and specialize in who he worked with. Dan is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds a BA from Calvin College and a MBA from the University of Notre Dame. Dan also teaches an investment class at Western Michigan University.