Reef Advisors offers customized investment advice to individuals, high net worth individuals, trusts, estates, and other registered investment advisors. Reef Advisors works with clients to define their investment goals, risk tolerance, and financial situation to create a portfolio strategy. Reef Advisors constructs portfolios primarily of individual stocks, individual bonds and/or exchange-traded funds. Reef Advisors also provides investment sub-advisory services for other registered investment advisors.
Assets Under Management$37M
Clients10
Advisors1
Avg. per Client$3.7M
Avg. per Advisor$37M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. Sub-advisory fees are billed at an annual rate of up to 0.40%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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