Mark Reich is a CFP, PFS-designated registered investment advisor at Mark E. Reich, CPA, CFP, based in New York, NY, with 4 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Minimum fee of $3,000 per year for managing assets. Fees are negotiable.
Fee Estimator
Location
10 East 39th Street, 12th Floor, New York, NY, 10016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mark E. Reich, CPA, CFP
State Registrations1 state
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