Reach Strategic Wealth (RSW) offers financial planning and investment management services. Financial planning can be hourly, project-based, or ongoing. Investment management involves creating tailored portfolios based on individual client needs and goals. RSW manages investments with the client's permission to make trades without asking first. RSW does not participate in wrap-fee programs.
Assets Under Management$22M
Clients50
Advisors1
Avg. per Client$430K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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