Jeremy Reif is a registered investment advisor at Point Wealth, LLC, based in Wausau, WI, with 21 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 63 clients with $32M 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 $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
The annual fee is negotiable. The entire portfolio is charged the same breakpoint fee rate.
Fee Estimator
Location
3319 Terrace Ct., Wausau, WI, 54401
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Jeremy owns Reif Financial, LLC, created to run payroll and a 401k plan, which now holds real estate, and Point Wealth Tax Services, LLC, which outsources tax return documents. Both activities are not investment-related and require minimal time.
Employment History
Current Registrations
Point Wealth, LLC
Previous Registrations
World Equity Group, INC.Broker
Taylor Capital Management INC.Broker
Retirement Wealth Advisors, LLC
Comprehensive Asset Management and Servicing, INC.Broker
Midwest Professional Planners, LTD.
AXA Advisors, LLC
AXA Advisors, LLCBroker
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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