Deak Reynolds Company provides investment management services tailored to each client's needs. They allocate client investment assets among mutual funds, exchange traded funds (ETFs), and individual stocks and bonds. They also offer limited consultation services on investment and non-investment related matters for a separate fee. Deak Reynolds Company may recommend other professionals like accountants or insurance agents, but clients are not obligated to use them.
Assets Under Management$25M
Clients12
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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