Mark E. Reich, CPA, CFP provides financial planning services and periodic asset management support. Financial planning services range from extensive reviews of a client's financial life to limited scope engagements. Investment management is periodic, including monitoring, quarterly reports, and meetings. Fees are negotiable and depend on the complexity of the case.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Minimum fee of $3,000 per year for managing assets. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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