Earl Reeser is a registered investment advisor at Reeser Advisory Services INC., based in Germantown, TN, with 9 years of industry experience. Earl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 18 clients with $27M 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 $500K | 0.60% |
| $500K - $1.0M | 0.40% |
| $1.0M - $2.0M | 0.20% |
| $2.0M - $5.0M | 0.10% |
| $5M+ | 0.05% |
All accounts for members of the client’s family or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
Germantown, TN
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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 →Employment History
Current Registrations
Reeser Advisory Services INC.
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
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.