Reeves, James, Townsend provides investment advice and financial planning to individuals, trusts, estates, corporations, and business entities. The firm offers non-discretionary asset management services, meaning they will get your approval before making any trades. Financial planning services cover a range of topics, including financial goals, net worth, cash flow, retirement, risk management, investments, taxes, and estate planning.
Assets Under Management$17M
Clients8
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.25% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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