REACT Investment Solutions provides investment management and advisory services, primarily supporting other registered investment advisors and individual investors. REACT helps clients by researching, selecting, and recommending third-party money managers and specific investment products, while also coordinating account administration and billing. The firm's investment strategy focuses on active management and rigorous risk management to protect client capital. REACT offers access to various specialized investment strategies, including active income strategies, private placement annuities and life insurance, mutual funds, and custom passive allocations. The firm's principals maintain affiliations with a broker-dealer and insurance agencies, presenting potential conflicts of interest regarding product recommendations. REACT works closely with its largest client and affiliate, Legacy Capital Group California, to implement investment allocations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $4.0M | 1.50% |
| $4.0M - $7.0M | 1.00% |
| $7M+ | 0.90% |
All fees are subject to negotiation. Alternative schedules apply to specific products: Active Income Strategies at 0.75%, Axcelus Private Placement Annuity accounts at 1.25%, Axcelus Private Placement Life accounts at 1.45%, Recommended Mutual Funds at 0.25%, Buffered Funds at 0.5%, Custom passive allocations at 1.0%, and Treasuries at 0%. Household minimum requirement is $500,000.