Miles Jamieson is a registered investment advisor at Daniel Investment Group INC., based in Royal Oak, MI. Miles 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 3 more. Their firm serves 214 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Daniel Investment Group offers asset management services where advisors help clients develop an asset allocation strategy based on their individual needs. Advisors typically manage accounts with the authority to make trades without asking for approval in advance. The maximum account management fee is 2%. Clients in the PPS Custom Program may pay transaction charges, which presents a conflict of interest. Fees are payable quarterly in advance.
Location
306 S. Washington Ave., Suite 216, Royal Oak, MI, 48067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Daniel Investment Group INC.
Previous Registrations
Commonwealth Financial Network
State Registrations2 states
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.