Daniel Investment Group Inc. provides financial planning and investment management services. The firm emphasizes financial planning and investment guidance tailored to each client’s goals, executed with a fee-only approach. They offer various advisory programs and services, including asset management and financial planning, and work with Commonwealth Financial Network.
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.