Daniel Acheson is a CFP-designated registered investment advisor at Munn Wealth Management, LLC, based in Maumee, OH, with 7 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 796 clients with $210M in assets under management.
Compensation
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Fee Structure
Munn Wealth Management's investment management fees are negotiable but generally range from 0.50% to a maximum of 2.00% of the value of your portfolio per year. This fee is in addition to any fees payable to other managers, including Camelot Portfolios. Fees are typically debited directly from your account on a quarterly or monthly basis, depending on the custodian.
Location
1700 Woodlands Drive, Suite 100, Maumee, OH, 43537
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Munn Wealth Management, LLC
State Registrations2 states
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