Daniel
Michel
Oakwell Private Wealth Management
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About this Advisor
Daniel Michel is a personal financial specialist based out of Austin, Texas with a total of 8 years of relevant experience. Michel is on the advisory team at Oakwell Private Wealth Management. Over the course of their career, they have held roles at Rm Wealth Management, L.L.C, Oakwell Private Wealth Management and Daniel A Michel, Cpa, Pllc. Michel has a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Texas. Oakwell Private Wealth Management is an advisory firm headquartered in Austin, TX. The firm has offices in two locations and a total of 10 financial advisors. It manages $311 million in assets under management across its 829 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 829 client accounts, 21% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely are based on the services. However, fee types billed by Oakwell Private Wealth Management most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oakwell Private Wealth Management Brokerage Details
$311,200,508
10
829
$375,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Daniel Michel Work History
Daniel has been registered as a financial advisor for 8 years.*
Oakwell Private Wealth Management
Daniel A Michel, Cpa, Pllc
Rm Wealth Management, L.L.C
*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 Michel 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 Oakwell Private Wealth Management
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
New Braunfels, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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