Daniel Reisbacher
Daniel Reisbacher is a registered investment advisor at Msh Capital Advisors LLC, based in Scottsdale, AZ, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,076 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MSH Capital Advisors offers investment management through both wrap and non-wrap fee programs. The fees are a percentage of the value of your portfolio and are negotiated with your advisor, up to a maximum of 2.00% per year. The fee includes investment management and ongoing advice. In wrap fee accounts, the fee also includes transaction costs. In non-wrap fee accounts, you'll pay transaction costs separately.
Location
23350 N Pima Road, Scottsdale, AZ, 85255-7153
Get directionsHistory
Regulatory History (1)
Criminal
May 1998Other Business ActivitiesSells Insurance
Daniel is involved with the Cave Creek Unified School District, The Side Yard woodworking business, and the YMCA Advisory Board, dedicating minimal time to each. He also sells insurance through MS Insentra, spending minimal time on this activity.
Employment History
Current Registrations
Msh Capital Advisors LLC
M. S. Howells & CO.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations48 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.