Daniel Reitz
Daniel Reitz is a registered investment advisor at Esi Financial Advisors, based in Whitehall, PA, with 35 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,116 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ESI Financial Advisors offers investment management through various programs. Fees vary depending on the program chosen and can include platform fees, strategist fees, and service fees.
ESI Illuminations programs charge a platform fee between 0.26% and 0.45% annually, plus strategist fees (0.02%-1.00%) and EFA's service fee (0-2.00%).
American Funds and Schwab Retirement Advisor Services have tiered fees, up to 1.00% annually on the first $1M, decreasing to 0.35% on amounts over $10M.
AssetMark fees are negotiated with the advisor, not to exceed 1.5% annually.
SEI fees are also negotiated, not to exceed 1.75% annually, plus a 0.05% administrative fee.
Location
Whitehall, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Other Business ActivitiesSells Insurance
Daniel is an insurance agent with Thoroughbred Advisors, dedicating his full time to this role.
Employment History
Current Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
LPL Financial LLCBroker
Private Advisor Group, LLC
Beirne Wealth Consulting Services, LLC
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Capital Analysts, IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 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.