Reutemann Financial Solutions, Inc. manages investment portfolios and provides financial planning and asset allocation services for individuals, high-net-worth individuals, businesses, trusts, and retirement plans. The firm focuses heavily on technical analysis, risk mitigation, and active portfolio management using exchange-traded funds, mutual funds, stocks, and bonds. Rather than relying solely on traditional buy-and-hold strategies, Reutemann Financial Solutions utilizes technical indicators and a disciplined approach to manage risk and protect client capital. Clients can access services through direct separately managed accounts, the firm's proprietary exchange-traded fund trend allocator program, or sponsored investment management platforms. The firm works with clients on a one-on-one basis to tailor investment strategies and restrictions to their specific goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual fees range between 0.50% and 3.00% of assets under management and are negotiable based on account size, asset types, and trading activity.