Daniel Reichart
Daniel Reichart is a registered investment advisor at Evia Investment Advisors, based in Zionsville, IN, with 35 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 85 clients with $19M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
EVIA may provide account management services at discounted rates for special situations.
Fee Estimator
Location
Zionsville, IN
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2002Other Business Activities
Daniel is the owner of Evia Investment Advisors, LLC, a state-registered RIA. This activity takes about half of Daniel's time and may occur during market hours.
Employment History
Current Registrations
Evia Investment Advisors
Previous Registrations
Forest Securities,inc.Broker
Forest Securities,inc.Broker
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Amerivest Investment Management, LLC
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Unified Management CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
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.