David Rieth
David Rieth is a registered investment advisor at Northpointe Investment Advisory, LLC, based in St. Joseph, MI, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 71 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.55% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
1101 Broad St., Box 5, Ste. 10, St. Joseph, MI, 49085
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David works as an independent insurance agent, focusing on insurance sales. This takes about half of his time, with about a quarter of his time spent during securities trading hours.
Employment History
Current Registrations
Northpointe Investment Advisory, LLC
State Registrations1 state
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.