Michael E. Reichek DBA Reichek Financial Services
Fee-Only (% of Portfolio)Fixed/Hourly
Reichek Financial Services offers investment advice, insurance, and financial planning services to individuals, corporations, and retirement plans. For investment advice, Reichek Financial Services recommends no-fee mutual funds and ETFs, providing ongoing monitoring and analysis. The firm's investment strategy is based on the client's goals and risk profile, generally favoring a long-term approach.
Assets Under Management$1.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on the type of engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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