Mark Reitz
Mark Reitz is a CFP-designated registered investment advisor at Reitz Capital Advisors LLC, based in Freeland, MI, with 15 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, Retirement Planning. Their firm serves 101 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Reitz Capital Advisors' investment management fees are based on a percentage of the value of your portfolio and are agreed upon at the time of engagement. Fees are payable quarterly in advance. The annual fee is determined at engagement and may depend on the scope of services, complexities, and types of assets.
Location
5786 Midland Rd, Freeland, MI, 48623
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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 ActivitiesSells Insurance
Mark owns Reitz Holdings LLC, renting land and a house, and MNM Assets LLC, renting a commercial building. He is also part owner of Mayan Agency, an insurance agency, and Mayan Group Benefits, selling health insurance, taking about 10-20% of his time. Mark is also an advisor and managing member of Reitz Capital Advisors, LLC, an RIA, dedicating nearly full-time hours to asset management.
Employment History
Current Registrations
Reitz Capital Advisors LLC
Previous Registrations
1st Global Advisors INC
State Registrations2 states
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.