Daniel Lescoezec
Daniel Lescoezec is a ChFC-designated registered investment advisor at Ritter Daniher Financial Advisory LLC, based in Concord, OH, with 26 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 423 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. Certain assets may be carved out from the fee calculation if they are valued at over $100,000 and are at least 10% of client's assets under management.
Fee Estimator
Location
9930 Johnnycake Ridge Road, Concord, OH, 44060
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2004Other Business ActivitiesSells Insurance
Daniel receives commissions from various insurance companies on new and existing life, annuity, and long-term care insurance policies.
Employment History
Current Registrations
Ritter Daniher Financial Advisory LLC
Previous Registrations
Hickory Asset Management, INC.
L.M. Kohn & Company
Valmark Advisers, INC.
Valmark Advisers, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.