Daniel Hamburger is a CFP-designated registered investment advisor at Sikich Financial, based in Burr Ridge, IL, with 8 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,236 clients with $920M in assets under management.
Compensation
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Fee Structure
Sikich Financial offers investment management services through various platforms, including Osaic Wealth Management Platform, Envestnet Asset Management, SEI Sponsored Wrap Fee Program, and Charles Schwab & Co., Inc. Fees vary depending on the platform and the amount of your portfolio.
- Osaic Management Platform – Advisor Managed Portfolios (WMP-AMP Program): Fees range from 1.50% to 2.50% annually.
- Osaic Wealth Management Platform – Unified Managed Account Program (WMP-UMA Program): Fees range from 1.50% to 2.75% annually.
- SEI Sponsored Wrap Fee Program: Fees are 1.25% annually.
- Charles Schwab & Co., Inc.: Fees range from 0.35% to 1.25% annually.
Fees are negotiable and may vary based on the services provided. Some accounts may be subject to a minimum quarterly fee.
Location
11s250 S. Jackson Street, Suite 104, Burr Ridge, IL, 60527
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Regulatory 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 →Employment History
Current Registrations
Sikich Financial
Previous Registrations
Golden Trail Advisers
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Private Vista, LLC
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
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.