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Daniel Reich

Fortis Capital Advisors, LLC
30 Years of Experience
Boca Raton, FL
1 Disclosure
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Daniel Reich is a registered investment advisor at Fortis Capital Advisors, LLC, based in Boca Raton, FL, with 30 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,171 clients with $1.6B in assets under management.

Fortis Capital Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
2,171 clients
Average Client Portfolio
$744K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable and can be structured as flat fees, fixed percentages, or tiered percentages up to a maximum of 2.50% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6001 Broken Sound Parkway Nw, Suite 426, Boca Raton, FL, 33487

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History

Regulatory History (1)
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Regulatory
September 1985
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fortis Capital Advisors, LLC
August 2026 - Present · 2 mos
Banyan Global Investment Advisors, LLC
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
Banyan Global Investment Advisors, LLC
April 2015 - April 2016 · 1 yr
Reich Investment Advisors LLC
July 2008 - April 2013 · 4 yrs 9 mos
Reich Investment Advisors LLC
July 2008 - December 2012 · 4 yrs 5 mos
Geoffrey Richards Securities CORP.Broker
July 2008 - May 2010 · 1 yr 10 mos
Bear, Stearns & CO. INC.Broker
December 2001 - June 2008 · 6 yrs 6 mos
Deutsche Banc Alex. Brown INC.Broker
May 2001 - December 2001 · 7 mos
Lehman Brothers INC.Broker
June 1997 - April 2001 · 3 yrs 10 mos
Pershing Trading Company, L.P.Broker
January 1995 - May 1997 · 2 yrs 4 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
November 1993 - January 1995 · 1 yr 2 mos
State Registrations2 states
FLTX
Advisor

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Exams
No exam information available for this advisor.
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