Daniel Hays
Advisor at Cfci
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cfci
Location
Bloomington, IN 47403
Credentials
Series 63, Series 65
Industry experience
25 years
About
Daniel Hays is a financial advisor at Cfci with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Comprehensive Financial Consultants Institutional since 2005. Outside of his advisory role, he serves as President of the Board for the Northside Exchange Club and is President Elect of the Indiana District for The National Exchange Club. Cfci is a multi-advisor firm managing approximately $515 million in discretionary assets across 1,108 client accounts. The firm provides discretionary portfolio management and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, using model portfolios and third-party advisers as part of its investment approach.
Client services
Based on Cfci
Portfolio management
Pension consulting
Selection of other advisers
Financial consulting services
Fee options
$0 - $250,000: Mutual Fund Model: 1.40% $250,001 - $500,000: Mutual Fund Model: 1.30% $500,001 - $1,000,000: Mutual Fund Model: 1.20% $1,000,001 - $2,500,000: Mutual Fund Model: 1.10% $2,500,001 - $5,000,000: Mutual Fund Model: 1.00% Over $5,000,000+: Mutual Fund Model: Negotiable $0 - $250,000: Fixed Income Model: 1.35% $250,001 - $500,000: Fixed Income Model: 1.30% $500,001 - $1,000,000: Fixed Income Model: 1.20% $1,000,001 - $2,500,000: Fixed Income Model: 1.15% $2,500,001 - $5,000,000: Fixed Income Model: 1.05% Over $5,000,000+: Fixed Income Model: Negotiable $0 - $250,000: Equity Blended Model: 1.65% $250,001 - $500,000: Equity Blended Model: 1.60% $500,001 - $1,000,000: Equity Blended Model: 1.45% $1,000,001 - $2,500,000: Equity Blended Model: 1.35% $2,500,001 - $5,000,000: Equity Blended Model: 1.25% Over $5,000,000+: Equity Blended Model: Negotiable $0 - $250,000: ABP/CoreEQ Model: 1.30% $250,001 - $500,000: ABP/CoreEQ Model: 1.25% $500,001 - $1,000,000: ABP/CoreEQ Model: 1.20% $1,000,001 - $2,500,000: ABP/CoreEQ Model: 1.15% $2,500,001 - $5,000,000: ABP/CoreEQ Model: 1.10% Over $5,000,000+: ABP/CoreEQ Model: Negotiable
Insurance commissions and broker-dealer commissions earned by certain persons affiliated with the firm; separate from advisory fees
$150 per hour for financial consulting services, negotiable
Fee-only: Financial consulting services charged at $150 per hour, negotiable
Location
674 South College Avenue
Bloomington, IN 47403
Most active in
Daniel H has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Work history
J.W. Cole Advisors, INC.
2013 - Present (13 years)
J.W. Cole Financial, Inc
2013 - Present (13 years)
Comprehensive Financial Consultants Institutional
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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