Brendan Sanchez
Advisor at Daus Financial Group, LLC
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 Daus Financial Group, LLC
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
Daus Financial Group, LLC
Location
Kalamazoo, MI 49009
Credentials
Series 66
Industry experience
3 years
Fixed fees for financial planning services generally range from $1,500 to $50,000
$0 - $250,000: 1.50% $250,000 - $500,000: 1.35% $500,000 - $1,000,000: 1.25% $1,000,000 - $4,000,000: 1.15% $4,000,000 - $8,000,000: 1.00% $8,000,000 - $13,000,000: 0.85% $13,000,000+: 0.65%
Hourly fees generally range from $250 to $1,000 per hour
Account minimum: $100,000 Minimum fee: Minimum annual fee per household ranging between $2,500 and $7,500 depending on the program Fee-only: Financial planning fixed fees from $1,500 to $50,000; hourly fees from $250 to $1,000 per hour
Daus Financial Group, LLC
2026 - Present (1 year)
Raymond James & Associates, INC
2025 - 2026 (1 year)
Bank of America N.A.
2023 - 2025 (2 years)
Merrill
2023 - 2025 (2 years)
Kestra Investment Services, LLC / The Wiser Financial Group
2021 - 2023 (2 years)
Pine Grove Housing Service
2020 - 2021 (1 year)
FlowFluent LLC
2020 - 2020 (1 year)
Bank of America N.A.
2019 - 2020 (1 year)
PNC Financial Services INC.
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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