Reed Capital Management offers investment management services to individuals, high net worth individuals, and charitable organizations. They create investment strategies based on client goals and objectives, which are documented in client files. Reed Capital Management also sponsors a wrap fee program and may refer clients to wrap fee programs sponsored by unaffiliated firms.
Assets Under Management$54M
Clients118
Advisors1
Avg. per Client$460K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Reed Capital Management charges a fee based on the value of your portfolio, not to exceed 2.0% annually. More details are available in their Appendix 1 Brochure.
Loading...