Paul R. Ried Financial Group provides investment advice through its PEAC Investment Advisory Program, focusing on planning, education, advice, and consultation. They develop investment strategies based on individual client goals and risk tolerance. They also offer standalone financial planning services covering pre-retirement, post-retirement, general planning, risk management, tax strategies, and estate transition. Implementation of financial planning recommendations is at the client's discretion.
Assets Under Management$1.3B
Clients1,060
Advisors9
Avg. per Client$1.2M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $7.5M | 0.75% |
| $7.5M+ | 0.50% |
Fees are blended. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...