Daniel Financial Group, INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Daniel Financial Group provides personalized financial planning and coaching services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They refer clients to third-party money managers for investment management services and monitor those managers.
Fee Structure
Financial coaching and consulting fees are up to $2,500, payable after services are rendered. Hourly consulting is $150 per hour, also paid after the consultation. If the firm helps you select other money managers and monitors them for you, the other money managers pay the firm a portion of the fees generated by you.
Areas of Practice
Location
650 S. Shackleford Ste 400L, Little Rock, AR, 72211