Reedmark Advisors offers consulting services to retirement plans and portfolio advisory services to individual clients. For retirement plans, Reedmark provides fiduciary and non-fiduciary services. For individuals, Reedmark assists with portfolio advisory services based on their goals, objectives, time horizon, and risk tolerance. Reedmark may request authority to make trades without asking first.
Assets Under Management$400M
Clients29
Advisors4
Avg. per Client$14M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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