Reitz Capital Advisors offers investment management, financial planning, and consultation services to individuals, high net worth individuals, and businesses. Investment management involves ongoing portfolio management. Financial planning is hourly or project-based and covers various financial goals. Consultation services address specific client needs outside investment management or financial planning.
Assets Under Management$100M
Clients101
Advisors1
Avg. per Client$1M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Reitz Capital Advisors' investment management fees are based on a percentage of the value of your portfolio and are agreed upon at the time of engagement. Fees are payable quarterly in advance. The annual fee is determined at engagement and may depend on the scope of services, complexities, and types of assets.
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