Frank Reichel is a CFA-designated registered investment advisor at Reichel Management Company LLC, based in Jackson, WY, with 23 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2 clients with $8.9M 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Jackson, WY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frank is the sole member of Milestone Cottage #1, #2, and #3 LLCs, ensuring real estate taxes and bills are paid timely, spending minimal time on each. He also serves as trustee for 12 non-client trusts, dedicating a few hours per week to distribution and investment advice.
Employment History
Current Registrations
Reichel Management Company LLC
Previous Registrations
Thompson Siegel & Walmsley LLC
State Registrations1 state
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