Michael Reichek
Michael Reichek is a CFP-designated registered investment advisor at Michael E. Reichek DBA Reichek Financial Services, based in Sugar Land, TX, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning.
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 | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on the type of engagement.
Fee Estimator
Location
Sugar Land, TX
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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
Michael volunteers as treasurer for two property owner associations and serves on investment committees for the National Exchange Club & National Exchange Club Foundation. He also serves on the National Exchange Club's Board as a Regional Vice President. These are all voluntary positions.
Employment History
Current Registrations
Michael E. Reichek DBA Reichek Financial Services
Previous Registrations
Michael E. Reichek DBA Reichek Financial Services
State Registrations1 state
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