Daniel Reich
Daniel Reich is a registered investment advisor at Banyan Global Investment Advisors, LLC, based in Boca Raton, FL, with 30 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 142 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Banyan Global Investment Advisors charges an annual management fee based on the value of your portfolio, ranging from 0.30% to 1.20%. The exact fee is negotiable and can vary based on the investment products used in your account. You may also pay a separate fee to a third-party manager if BGIA engages one for your account. BGIA may receive compensation from the third-party manager, in which case BGIA will not charge an additional fee on top of the fee shared with BGIA by the third-party manager. There is also a Separately Managed Account Platform Fee based on household assets, subject to a $100 minimum per custodian account.
Location
6001 Broken Sound Parkway Nw, Suite 426, Boca Raton, FL, 33487
Get directionsHistory
Regulatory History (1)
Regulatory
September 1985Employment History
Current Registrations
Banyan Global Investment Advisors, LLC
Previous Registrations
Banyan Global Investment Advisors, LLC
Reich Investment Advisors LLC
Reich Investment Advisors LLC
Geoffrey Richards Securities CORP.Broker
Bear, Stearns & CO. INC.Broker
Deutsche Banc Alex. Brown INC.Broker
Lehman Brothers INC.Broker
Pershing Trading Company, L.P.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.