Daniel
Kostaroff
Lsia
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About this Advisor
Daniel Kostaroff is a certified financial planner and chartered financial analyst based in Bloomfield Hills, Michigan, with a total of 13 years of industry experience. Kostaroff currently works for Lsia. They have been an employee of Lsia for their whole career. Kostaroff is approved to work in Michigan. Lsia is a financial advisory firm that has its headquarters in Bloomfield Hills, MI. The company has offices in two locations and a total of 12 financial advisors. It administers $736 million in total assets between its 344 accounts, placing it among the bigger firms in the nation by assets under management. The firm provides services to 10 charities and foundations. Of its 344 accounts, 61% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice are based on the type of financial services. Fee types charged by Lsia typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lsia Brokerage Details
$735,613,415
12
344
$2,138,411
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Daniel Kostaroff Work History
Daniel has been registered as a financial advisor for 13 years.*
Ls Investment Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Kostaroff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lsia
Milwaukee, WI
Milwaukee, WI
Bloomfield Hills, MI
Milwaukee, WI
Milwaukee, WI
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.