Assets Under Management
$345.8M
Number of Clients
349
Number of Advisors
4
Average Client AUM
$991K
AUM per Advisor
$86.5M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Reed Financial Services offers investment management through model portfolios, financial planning, and consulting services. They follow a team approach to client service. Representatives are also associated with APW Capital, Inc. and licensed insurance agents.
| Assets Under Management | Annual Fee |
|---|---|
| $0K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
5885 Landerbrook Drive, Suite 110, Cleveland, OH, 44124