Reed Financial offers investment management services where they manage client investments based on their goals, risk tolerance, and time horizon. Financial planning is available at no additional charge. Reed Financial may hire sub-advisors to manage client assets. Reed Financial also provides services to qualified retirement plans, acting as a limited scope ERISA 3(21) fiduciary, offering non-discretionary investment advice to plan sponsors.
Assets Under Management$18M
Clients19
Advisors1
Avg. per Client$940K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.10% |
| $1.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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