Daniel Rea is a CFP-designated registered investment advisor at Nfi, LLC, based in Seven Fields, PA, with 28 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 134 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee varies between 0.50% and 1.50% depending on market value and services rendered. Fees are negotiable.
Fee Estimator
Location
200 Northpointe Circle, Suite 202, Seven Fields, PA, 16046
Get directionsHistory
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
Daniel is a licensed insurance agent since 2004, selling insurance policies through Diversified Brokerage Services, Inc. on an as-needed basis, dedicating minimal time to this activity.
Employment History
Current Registrations
Nfi, LLC
Previous Registrations
Network for Financial Independence LLC
State Registrations3 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.
Exams
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