Reed Investment Management, LLC offers investment advisory services through fact-finding, analysis, and recommendations. They monitor client portfolios and may use third-party advisors. They also offer business advisory services, bond advisory, and public finance advisory. Clients enter into an investment management agreement that outlines the terms and services provided.
Assets Under Management$1.1M
Clients65
Advisors1
Avg. per Client$17K
Avg. per Advisor$1.1M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.3M | 1.25% |
| $1.3M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Minimum annual fee of $250. Minimum annual fee is $500 for accounts that are actively traded and use options strategies more frequently.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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