Jeffrey Schuss is a registered investment advisor at Reik & CO., LLC, based in New York, NY, with 4 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 65 clients with $380M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
These rates apply to the Select Investor strategy. The Large Cap Strategy charges 0.75% on all assets. Fees are negotiable.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Reik & CO., LLC
State Registrations1 state
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