Daniel Kostaroff
Lsia · Bloomfield Hills, Michigan
Daniel Kostaroff is a fee-only financial advisor at Lsia in Bloomfield Hills, Michigan, who holds the CFP and CFA credentials. Lsia reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Lsia |
|---|---|
| Based in | Bloomfield Hills, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $932.1M across 432 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MI, TX · CRD 5321128 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | mylsiainstitutional.com |
How Daniel's firm compares
- Lsia's average account is about $2.2 million, from its Form ADV (assets managed divided by 432 accounts).
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Questions about Daniel
Is Daniel Kostaroff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Lsia reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Lsia, reports charging a percentage of assets on its SEC Form ADV.
Where is Daniel Kostaroff based?
Daniel Kostaroff is based in Bloomfield Hills, Michigan.
What credentials does Daniel Kostaroff hold?
Daniel Kostaroff holds the CFP and CFA credentials.
Is Daniel Kostaroff registered with the SEC?
Yes. Daniel Kostaroff is registered as an investment adviser representative in MI and TX (CRD 5321128), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lsia manage?
Lsia reports $932.1M across 432 accounts in assets under management.
How do I contact Daniel Kostaroff?
Through Daniel's website, mylsiainstitutional.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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