Research Financial Strategies

Assets Under Management

$254.4M

Number of Clients

580

Number of Advisors

6

Average Client AUM

$439K

AUM per Advisor

$42.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Reutemann Financial Solutions provides asset allocation, asset management, ETF trend allocation, and financial planning services. They focus on technical analysis, risk mitigation, and a disciplined sell-side approach, rejecting the "buy and hold" strategy. Services are tailored to individual client needs and investment objectives.

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Location

2273 Research Blvd, Suite 101, Rockville, MD, 20850-3264

6 Advisors at this firm