Miles Jamieson
Advisor at Daniel Investment 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.
Advisor at Daniel Investment 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.
Location
Royal Oak, MI 48067
Credentials
Series 65
Industry experience
< 1 year
Miles Jamieson is a financial advisor at Daniel Investment Group Inc. with a Series 65 credential and one year of industry experience. His prior work history includes roles at Commonwealth Financial Network and several educational institutions. Daniel Investment Group Inc. primarily serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs a fee-oriented, fiduciary approach and offers a broad range of asset management services, including customizable model portfolios.
Based on Daniel Investment Group Inc.
Based on Daniel Investment Group Inc.
Flat or fixed fees available for Wealth Management Consulting and Retirement Plan Consulting; specific amounts negotiable.
$0+: up to 2% annually (negotiable) for Asset Management Program Less than $250,000+: $300 flat fee for Retirement Plan Consulting $250,000 - $2,999,999: 0.12% annually for Retirement Plan Consulting $3,000,000 - $9,999,999: 0.09% annually for Retirement Plan Consulting $10,000,000 - $49,999,999: 0.05% annually for Retirement Plan Consulting $50,000,000 - $99,999,999: 0.03% annually for Retirement Plan Consulting $100,000,000+: 0.02% annually for Retirement Plan Consulting $0+: Annual flat percentage fee for Plan Participant Consulting (specific rate not stated)
Hourly rates up to $500 for Financial Planning and Consulting services.
Annual fees for Wealth Management Consulting may be paid in monthly, quarterly, semiannual, or annual installments.
Account minimum: $1,000,000 Minimum fee: $300 minimum for Retirement Plan Consulting under $250,000 plan assets Fee-only: Fee-only, cost-sensitive approach emphasized; no commissions charged by the firm.
306 S. Washington Ave., Suite 216
Royal Oak, MI 48067
Michigan · Texas
Daniel Investment Group, Inc.
2025 - Present (1 year)
Commonwealth Financial Network
2025 - 2025 (1 year)
Wayne State University
2024 - 2025 (1 year)
Davidson College
2022 - 2024 (2 years)
Mid Michigan College
2020 - 2022 (2 years)
Grosse Pointe South
2016 - 2020 (4 years)
Brownell Middle School
2013 - 2016 (3 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Fund sponsor
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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
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