Marc Eichberg
Marc Eichberg is a registered investment advisor at Daybright Advisory Services, INC., based in Miami, FL, with 37 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 2,168 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Daybright Advisory Services charges a fee based on the value of your account for investment management services. The fees are negotiable but typically range from 0.05% to 1.5%. In limited circumstances, Daybright may agree to a fixed fee arrangement. Fees are billed monthly or quarterly.
Location
9350 South Dixie Highway, Suite 1560, Miami, FL, 33156
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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
Marc is a W-2 employee/consultant and TPA at Ingham & Company since 2013. He is also the owner of Ingham Financial, an insurance agency and pension consultant, and provides financial planning and asset management as an IAR with Ingham Retirement Group, dedicating all of his time to these activities.
Employment History
Current Registrations
Daybright Advisory Services, INC.
Ingham Retirement Group
Previous Registrations
LPL Financial LLCBroker
Sentinel Securities, INC.Broker
Dp Asset Management, INC.Broker
Dp Asset Management, INC.Broker
Walnut Street Securities, INC.Broker
Northeast Securities, INC.Broker
Vestax Securities CorporationBroker
Ingham Group
Evensky, Brown Investments, INC.Broker
The Wolper Ross CorporationBroker
Levenshon & CompanyBroker
Anchor National Financial Services, INC.Broker
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.