SR
CFA
SR
CFA

Seth Reicher

4 Years of Experience
Kentfield, CA

Seth Reicher is a CFA-designated registered investment advisor at Reicher Capital Management, LLC, based in Kentfield, CA, with 4 years of industry experience. Seth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $70M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
27 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$70.3M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.20%

Reicher Capital also receives a performance fee of 15% of any profit that exceeds an annual hurdle rate agreed to with the client, net of the asset-based fee. A fee of 0.2% may also be charged for fixed income portfolios. Fees are negotiable based on the size of the accounts being managed and the account relationship. All or some fees may be waived, at the sole discretion of Reicher Capital Management, for family members and portfolios related to larger managed accounts.

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

Location

Kentfield, CA

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Reicher Capital Management, LLC
February 2022 - Present · 4 yrs 3 mos
State Registrations1 state
CA
Advisor

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.