Nicholas Daniel
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
CFP®, Series 63, Series 65
Industry experience
33 years
Nicholas Daniel is a CFP®-designated financial advisor with 33 years of industry experience. He has been with Daniel Investment Group Inc. since 1997 and previously worked at Commonwealth Financial Network from 2022 to 2025. Daniel Investment Group Inc. is an SEC-registered investment adviser serving 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 manages accounts using customizable model portfolios, typically on a discretionary basis.
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
Commonwealth Financial Network
2022 - 2025 (3 years)
Daniel Investment Group, Inc.
1997 - Present (29 years)
Commonwealth Equity Services, Inc.
1997 - 2021 (24 years)
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