JR
CFP
JR
CFP

John Reimer

18 Years of Experience
Houston, TX

John Reimer is a CFP-designated registered investment advisor at Signature Financial Advisors, based in Houston, TX, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 220 clients.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
220 clients
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)

Signature FA offers investment supervisory services and individual portfolio management. The annual fees range from 0.40% to 1.50% of the value of your portfolio. A minimum of $250,000 is required for this service, but this may be negotiable. Signature FA also offers a Manager of Managers program where they select other investment advisors to manage client assets. In this program, Signature FA is paid by the selected asset manager, with fees typically ranging from 0.40% to 1.50%, depending on the size of the account. The client should review the independent investment advisor's brochure for a complete description of the fee arrangement.

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Location

1900 St. James Place, Suite 510, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is an Investment Adviser Representative at RMDR Advisors, Inc. since 2008, and a Member of Signature FA LLC since 2016, dedicating full-time hours to the latter. He also holds ownership positions in several non-investment related businesses, including a restaurant, a kids gym franchise, and rental properties, requiring minimal time commitment overall.

Employment History
Current Registrations
Signature Financial Advisors
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Rmdr Advisors, INC.
January 2008 - April 2021 · 13 yrs 3 mos
State Registrations1 state
TX
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.