Reed Financial Services offers comprehensive investment management, financial planning, and consulting solutions. Utilizing a team-based approach grounded in Modern Portfolio Theory, Reed Financial Services builds personalized model portfolios primarily using mutual funds and exchange-traded funds allocated across various asset classes. The firm provides discretionary portfolio management where a dedicated investment committee continuously monitors and adjusts investments. In addition to investment management, Reed Financial Services offers standalone financial planning and consulting services covering retirement planning, tax strategies, insurance needs, cash flow forecasting, and estate planning. Clients also receive ongoing financial guidance as part of the core investment management program. The firm emphasizes tailored service while noting potential conflicts of interest arising from associated relationships with broker-dealers and insurance agencies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable based on total assets and relationship size.