Thomas Reitzes is a CFP-designated registered investment advisor at Horan Wealth, LLC, based in Cincinnati, OH, with 9 years of industry experience. Thomas 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, Tax Planning. Their firm serves 1,317 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HORAN Wealth offers two investment advisory programs, HCA and HSI. Fees are based on a percentage of the value of your account. The exact fee depends on the complexity of your financial situation, the investment services provided, the experience of your advisor, and the total value of assets in your account.
HCA Program:
- First $1,000,000: 1.25% per year
- $1,000,001 - $3,000,000: 1.00% per year
- $3,000,001 - $5,000,000: 0.85% per year
- Greater than $5,000,000: 0.75% per year
HSI Program:
- First $1,000,000: 1.00% per year
- $1,000,001 - $2,000,000: 0.75% per year
- Greater than $2,000,000: 0.70% per year
Location
8044 Montgomery Rd,, Ste 640, Cincinnati, OH, 45236
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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 Activities
Thomas is on the Board of Directors for Reitzes, serving as Treasurer, and is on the Finance Committee for Reitzes. Both roles require minimal time each month.
Employment History
Current Registrations
Horan Wealth, LLC
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Horan Wealth Management
Horan Securities, INC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations15 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.