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Featured Business Financial Advisor in Carmel, IN
Carmel Financial Advisors
EVIA Investment Advisors, LLC
14221 Avian Way
Carmel, IN 46033
(317) 987-5504
“Helping you define, plan for and achieve financial goals”
Advisor Profile
Daniel Reichart
Name:  Daniel Reichart
Phone Number:  (317) 987-5504
Website:  Visit Website

About EVIA Investment Advisors, LLC

EVIA Investment Advisors (EVIA) is a fee-based firm, specializing in dividend growth investing. Because we use individual securities, we can customize every portfolio to meet the specific needs of every client.

At EVIA, we pride ourselves on being there when our clients need us and building relationships that last.

No matter what you want your money to do for you, EVIA can help you define, plan for and achieve your financial goals.
 

General Information

CRD#:    1868812
Firm CRD#:    171453
States Licensed in:    IN
States Willing to do Business in:    Anderson,Arcadia,Atlanta,Beech Grove,Brownsburg,Carmel,Cicero,Fortville,Frankton,Greenfield,Greenwood,Hobbs,Indianapolis,Ingalls,Kempton,Kirklin,Lapel,Lebanon,Lizton,Markleville,Mc Cordsville,New Palestine,Noblesville,Pendleton,Pittsboro,Sheridan,Tipton,Westfield,Whitestown,Wilkinson,Zionsville,Fishers
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Masters in Business Administration
Securities Licenses:    Series 8, Series 63, Series 66, Series 23, Series 7, Series 6
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Hourly, Based on Assets
Hourly Rate:    $200
Additional Details on Charges:    The percentage rate charged to manage portfolios varies, depending on the amount being managed. Typically, larger relationships will be charged a lower percentage of the assets under management.
Minimum Fee Charged for Managed Accounts:    $1,500
Minimum Fee Charged for Hourly Planning Accounts:    $200
 
 
 
Prepared By: Daniel Reichart

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