Daniel Ladzinski
Daniel Ladzinski is a CFP-designated registered investment advisor at Gradient Wealth Management, based in Sterling Heights, MI, with 1 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, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 4,553 clients with $610M 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 | 2.00% |
Maximum annual fee is up to 2.00% of assets under management. Fees are negotiable and may vary based on the money manager selected and account size.
Fee Estimator
Location
43409 Schoenherr Road, Sterling Heights, MI, 48313
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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 →Other Business ActivitiesSells Insurance
Daniel owns DAL Essentials LLC, a retail sales business, dedicating minimal time. He is also an insurance agent since July 2024, spending a few hours per week selling insurance products.
Employment History
Current Registrations
Gradient Securities, LLCBroker
Summit Financial Working with People You Trust
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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