David Rhee is a CFP-designated registered investment advisor at Rheeco, INC., based in Natick, MA, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 318 clients with $120M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of Rheeco.
Fee Estimator
Location
47 Eliot Street, Natick, MA, 01760
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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
David is the owner of David Y Rhee & Company, providing tax preparation and planning services, dedicating minimal time outside of tax season. He also serves as a board director and treasurer for Hope for Children of Haiti and the Rotary Club of Natick, spending a few hours per week on these activities.
Employment History
Current Registrations
Rheeco, INC.
Previous Registrations
Hilltop Securities Independent Network INC.
Hilltop Securities Independent Network INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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.