Reik & Co. offers investment management services to clients, taking into account their financial situation and investment goals. Reik & Co. uses the Select Investor strategy, which focuses on long-term investment in high-quality companies with significant family or inside ownership and little debt. Reik & Co. also offers a Large Cap strategy, which focuses on dividend-paying large-cap securities. Reik & Co. renders its investment advice via personal consultation with each client.
Assets Under Management$380M
Clients65
Advisors4
Avg. per Client$5.9M
Avg. per Advisor$96M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
These rates apply to the Select Investor strategy. The Large Cap Strategy charges 0.75% on all assets. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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