Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
142 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$151.2M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

BGIA's annual management fee ranges from 0.30% to 1.20% of the portfolio's net asset value, billed in arrears. Fees are negotiable and can vary based on the investment products used. Clients also pay for custodial, accounting, auditing, tax preparation, legal, and trading expenses. A Separately Managed Account Platform Fee is also charged, subject to a minimum of $100 per year per custodian account. This platform fee ranges from 0.175% to 0.200% based on household AUM.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

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

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 1985
Final
Employment History
Current Registrations
Banyan Global Investment Advisors, LLC
April 2016 - Present · 9 yrs 9 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
Exams
No exam information available for this advisor.
Daniel Harry Reich - Financial Advisor | AdvisorDiscover