Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $2,500 to $25,000 depending on the scope and complexity. Hourly planning fees range from $50 to $600 per hour. Asset management fees are a maximum of 2.5% of assets under management and are negotiable. Sub-adviser services through Betterment platform have a maximum fee of 1.5%. Divorce planning services have an initial retainer of $2,500, with hourly rates for administrative time at $75, consultation and preparation at $250, travel time at $75, and court/arbitration/hearing at $250.
Areas of Practice
Advisor Information
Office location
2610 Stewart Avenue, Suite 100, Wausau, WI, 54401
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 an investment advisor representative, investment committee member, director, shareholder, and financial advisor at Midwest Professional Planners, Ltd., dedicating nearly full-time hours. He is also a registered representative with APW Capital, Inc., spending minimal time on variable product sales, and is a member/owner of MPPL Properties LLC, a commercial real estate entity, spending minimal time. Daniel also works as an insurance wholesaler for Crump Life Insurance Services and is an insurance agent for MPPL Insurance, dedicating a few hours per week to selling insurance.