Advisor at The Schamber Group, Inc.
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
The Schamber Group, Inc.
Location
Lafayette, IN 47909
Credentials
CFP®, Series 66
Industry experience
17 years
Daniel Suiter is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The Schamber Group, Inc. in Lafayette, IN. He has worked at The Schamber Group since 2013 and previously held roles at Cambridge Investment Research Advisors, Inc. from 2009 to 2022. The Schamber Group, Inc. serves individuals, high-net-worth clients, corporations, and pension or profit-sharing plans, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored advice based on client objectives and risk tolerance, managing primarily non-discretionary accounts and utilizing techniques such as asset allocation and dollar-cost averaging.
Based on The Schamber Group, Inc.
$0 - $499,999: 1.00% annually $500,000 - $1,000,000: 0.80% annually $1,000,001 - $2,000,000: 0.70% annually $2,000,001 - $3,000,000: 0.60% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.25% annually
Account minimum: $500,000 Fee-only: Financial planning fixed fees range from $3,600 to $15,000 per project
3526 Osborne Lane, Suite B
Lafayette, IN 47909
Indiana
The Schamber Group, Inc.
2013 - Present (13 years)
Cambridge Investment Research Advisors
2009 - 2022 (13 years)
Cambridge Investment Research Advisors
2009 - 2022 (13 years)
Cambridge Investment Reasearch, Inc.
2009 - 2022 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Lafayette, IN
Lifelong Investsments
Series 63, Series 65
Lafayette, IN
Integrated Capital Management Company, Inc.
Series 65
West Lafayette, IN
Lorenz Financial
Series 65, Series 66
West Lafayette, IN
Oxford Capital
Series 63, Series 65
West Lafayette, IN
Banker Investment Group
CFP®, Series 63, Series 65
Lafayette, IN
The Schamber Group, Inc.
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