Reeser Advisory Services (RAS) manages investment portfolios for individuals, retirement plans, trusts, corporations, and small businesses. RAS works with clients to determine their investment objectives and risk profile, using software to evaluate portfolio designs. RAS monitors client portfolios and holds review meetings as needed. RAS typically uses no-load mutual funds, ETFs, equity, and bond securities. RAS may also consult with clients on financial areas including income and estate tax planning, college financial planning, and retirement planning.
Assets Under Management$27M
Clients18
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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