Frank Reichel is a CFA-designated registered investment advisor at Reichel Management Company LLC, based in Jackson, WY, with 24 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 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% |
Fees are negotiable based on historical relationships, asset types, account composition, and expected future assets. Cash is included in fee calculations.
Fee Estimator
Location
Jackson, WY
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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
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
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
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