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Michael Reichard

21 Years of Experience
Dayton, OH

Michael Reichard is a registered investment advisor at Emmaus Investor Services CORP., based in Dayton, OH, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 39 clients with $10M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
39 clients
Average Client Portfolio
$266K average
Assets Under Management
$10.4M

Fee Structure

Investment management only (planning not offered)

Emmaus Investor Services offers two main services:

  • Portfolio Review and Recommendations: A one-time review of your retirement or brokerage account with purchase recommendations. The fee ranges from $999 to $3999 per year, depending on the account size.
  • Portfolio Management: Ongoing management of your investment portfolio, tailored to your risk tolerance. The monthly fee ranges from $150 to $250, or is negotiable, depending on the account size.
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Location

Dayton, OH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is a stock trader. This activity is not investment-related.

Employment History
Current Registrations
Emmaus Investor Services CORP.
February 2006 - Present · 20 yrs 3 mos
Previous Registrations
Jubilee Investor Services
February 2005 - December 2006 · 1 yr 10 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.