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Daniel Investment Group Inc.

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Client assets under management

$210,062,660

Clients

214

28% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

71

High

Average account size

$981,601

About

Daniel Investment Group Inc. is an SEC-registered investment adviser that primarily serves individual and high‑net‑worth clients with comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and participant advisory services. The firm offers asset management across a broad menu of securities (stocks, bonds, mutual funds, ETFs, options, alternative investments and private placements) and also provides standalone financial planning and wealth‑management consulting engagements.

Established in 1997, the firm describes a fee‑oriented, fiduciary and cost‑sensitive approach and uses model portfolios that advisors may customize; accounts are typically managed on a discretionary basis and reviewed at least annually. Clients can access Commonwealth Financial Network programs (including the PPS Custom program) and the firm discloses practices such as recommending specific mutual fund share classes (e.g., American Funds F‑2) and arranging for transaction charges that may be borne selectively by the firm or client.

Distinctive operational features include a supported team of three advisors managing roughly $210 million across about 214 client relationships and a formal platform partnership with Commonwealth (with clearing relationships through NFS and Pershing) that handles fee billing, custody and reporting. The brochure discloses several related conflicts and operational details — for example, selective payment of transaction charges, revenue‑sharing dynamics tied to no‑transaction‑fee funds, the firm’s use of a core account sweep program, and advisor transition incentives tied to Commonwealth/LPL transactions — and the firm also provides ERISA/Code fiduciary advice for retirement plans while declining proxy‑voting authority for client accounts.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) Business succession planning Cash flow / budgeting Active portfolio management

Fee options

Fixed

Flat or fixed fees available for Wealth Management Consulting and Retirement Plan Consulting; specific amounts negotiable.

Percentage

$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)

Project-based

Hourly rates up to $500 for Financial Planning and Consulting services.

Subscriptions

Annual fees for Wealth Management Consulting may be paid in monthly, quarterly, semiannual, or annual installments.

Other

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.

Main office location

Daniel Investment Group Inc.

306 S. Washington Ave., Suite 216

Royal Oak MI 48067, United States

Number of offices

1

Most active in

More info

Florida · Georgia · Illinois · Michigan · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 248-544-4122

Advisors at this firm

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user avatar

Nicholas D

CFP®, Series 63, Series 65

Royal Oak, MI

Daniel Investment Group Inc.

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.

Retirement income strategy College savings (529s, UTMA, etc.) Business succession planning Cash flow / budgeting Active portfolio management
user avatar

Eric D

Series 63, Series 65

Royal Oak, MI

Daniel Investment Group Inc.

Eric Daniel is a financial advisor with Daniel Investment Group Inc. in Royal Oak, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Commonwealth Financial Network from 1997 to 2021 and again from 2022 to 2025, alongside his ongoing role at Daniel Investment Group since 1997. Daniel Investment Group Inc. is an SEC-registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs a fee-oriented, fiduciary, and cost-sensitive approach using customizable model portfolios, managing approximately $210 million across about 214 client relationships.

Retirement income strategy College savings (529s, UTMA, etc.) Business succession planning Cash flow / budgeting Active portfolio management
user avatar

Miles J

Series 65

Royal Oak, MI

Daniel Investment Group Inc.

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.

Retirement income strategy College savings (529s, UTMA, etc.) Business succession planning Cash flow / budgeting Active portfolio management
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