Daniel Leritz is a registered investment advisor at Krilogy, based in St. Louis, MO, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 3,204 clients with $5.2B 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable. Total annual fees are generally capped at 2.00% except for accounts subject to the minimum annual fee of $3,750.
Fee Estimator
Location
275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141
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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 Activities
Daniel is the president and a manufacturer's representative for The Leritz Company, Inc., a family-operated enterprise in the pharmaceutical industry. He has been with the firm since 2001 and works part-time, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Krilogy
Previous Registrations
Catapult Investment Management
Morgan Keegan & Company, INC.
State Registrations1 state
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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