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Michael Reither

24 Years of Experience
Lone Tree, CO
1 DisclosureBroker

Michael Reither is a registered investment advisor at Charles Schwab & CO., INC., based in Lone Tree, CO, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$25M+0.30%

Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9800 Schwab Way, Lone Tree, CO, 80124

Get directions

History

Regulatory History (1)
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Criminal
May 1996
Final Disposition
Other Business Activities

Michael is a managing member of Regal Roses LLC, a real estate entity, since 2020. He spends about 10-20% of his time collecting rent, coordinating repairs, and handling leasing for a rental home.

Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
January 2025 - Present · 1 yr 4 mos
Charles Schwab & CO., INC.
January 2025 - Present · 1 yr 4 mos
Previous Registrations
RBC Capital Markets, LLC
August 2017 - January 2025 · 7 yrs 5 mos
RBC Capital Markets, LLCBroker
August 2017 - January 2025 · 7 yrs 5 mos
Wells Fargo Clearing Services, LLC
January 2010 - August 2017 · 7 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2010 - August 2017 · 7 yrs 7 mos
Securities Service Network, INC.Broker
March 2009 - January 2010 · 10 mos
Wachovia Securities, LLC
July 2008 - March 2009 · 8 mos
Wachovia Securities, LLCBroker
July 2008 - March 2009 · 8 mos
First Allied Securities, INC.Broker
May 2008 - June 2008 · 1 mo
First Advisors, INC.
February 2007 - August 2008 · 1 yr 6 mos
Ffp Securities, INC.Broker
September 2002 - May 2008 · 5 yrs 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
February 2001 - May 2001 · 3 mos
Edward JonesBroker
June 2000 - February 2001 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Reither - Financial Advisor | TrueAdvisor