Miles Jamieson
Daniel Investment Group · Royal Oak, Michigan
Miles Jamieson is a fee-only financial advisor at Daniel Investment Group in Royal Oak, Michigan. Daniel Investment Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Daniel Investment Group |
|---|---|
| Based in | Royal Oak, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $210.1M across 437 accounts |
| SEC registration | Investment adviser representative in MI, TX · CRD 8156528 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.danielinvestment.com |
| Profile |
How Miles's firm compares
- Daniel Investment Group's average account is about $481,000, from its Form ADV (assets managed divided by 437 accounts).
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Questions about Miles
Is Miles Jamieson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Miles holds no broker registration, and Daniel Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Miles charge for financial advice?
Miles's firm, Daniel Investment Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Miles Jamieson based?
Miles Jamieson is based in Royal Oak, Michigan.
Is Miles Jamieson registered with the SEC?
Yes. Miles Jamieson is registered as an investment adviser representative in MI and TX (CRD 8156528), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Daniel Investment Group manage?
Daniel Investment Group reports $210.1M across 437 accounts in assets under management.
How do I contact Miles Jamieson?
Through Miles's website, www.danielinvestment.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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