Michael Reichard
Advisor at Emmaus Investor Services Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Emmaus Investor Services Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Emmaus Investor Services Corp.
Location
Dayton, OH
Credentials
Series 63
Industry experience
21 years
Michael Reichard is a Series 63-licensed financial advisor with Emmaus Investor Services Corp. in Dayton, OH, where he has worked since 2006. He has 21 years of industry experience, including time at Jubilee Investor Services, LLC. Outside of advising, he is also active as a stock trader. Emmaus Investor Services provides fee-only advisory services to individual investors, focusing on portfolio management and a separate portfolio review service. The firm employs a combination of fundamental, technical, and cyclical analysis supported by third-party research and offers both discretionary and non-discretionary advice tailored to clients' financial profiles and risk tolerances.
$0 - $150,000: $999/year (Portfolio Review and Recommendations) $150,000 - $500,000: $1,999/year (Portfolio Review and Recommendations) $500,000 - $1,000,000: $2,999/year (Portfolio Review and Recommendations) $1,000,000+: $3,999/year (Portfolio Review and Recommendations) $0 - $100,000: Negotiated (Portfolio Management) $100,000 - $150,000: $150/month (Portfolio Management) $150,001 - $500,000: $200/month (Portfolio Management) $500,001 - $750,000: $250/month (Portfolio Management) $750,001+: Negotiated (Portfolio Management)
Minimum fee: Portfolio Review and Recommendations: $999/year for accounts $0 to $150,000 Fee-only: Fee only financial advisor; fees based on fixed fees for Portfolio Review and tiered monthly fees or negotiated fees for Portfolio Management.
Dayton, OH
Ohio
Emmaus Investor Services Corp.
2006 - Present (20 years)
Jubilee Investor Services, LLC
2005 - Present (21 years)
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