Reichard Capital provides investment advice and financial planning to individuals, trusts, high net worth individuals, estates, corporations, charitable organizations, and other investment advisors. Reichard Capital manages client portfolios primarily using mutual funds and ETFs. The firm also offers consulting services for 529 college savings plans and financial planning services, including retirement, tax, and estate planning.
Assets Under Management$330M
Clients86
Advisors2
Avg. per Client$3.8M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $30.0M | 0.50% |
| $30.0M - $50.0M | 0.35% |
| $50.0M - $60.0M | 0.25% |
| $60M+ | 0.15% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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