Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for portfolio management, financial planning, and employee benefit plan advisory services are negotiable. The maximum annual fee rate for portfolio management is 2.5%. Financial planning fees range from $500 to $20,000 annually or up to $250 per hour. Clients are responsible for third-party fees like custodian, brokerage, and mutual fund fees. APIA collects fees in advance, but no more than six months. Refunds are provided if the advisory agreement is terminated early.
Areas of Practice
Advisor Information
Office location
2501 W. Beltline Highway, Suite 201, Madison, WI, 53713
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is involved in several business activities. He is associated with Stafford Financial Consulting Group, LLC, and also serves as President/CEO for both Employee Benefits/Consulting and Life Insurance Placement/Consulting, dedicating about half of his time to the former and about 10% of his time to the latter. Daniel also works as an Investment Advisor Representative with Independent Financial Partners, spending about 10% of his time on activities such as financial planning and retirement plan consulting.