Reaves Asset Management is an investment management company specializing in infrastructure-related industries like utilities and telecommunications. Reaves uses its own research to make investment decisions. Reaves manages investment portfolios for institutions and individuals, primarily in listed equities. Reaves also provides portfolio models in sub-advisory relationships and participates in wrap fee programs.
Assets Under Management$5.9B
Clients283
Advisors1
Avg. per Client$21M
Avg. per Advisor$5.9B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $75.0M | 0.50% |
| $75.0M - $275.0M | 0.50% |
| $275M+ | 0.30% |
Fees are negotiable. Other strategies have different fees: Current Income Strategy - 1.250% per year; Dividend Income Strategy - 1.000% per year; Inflation Hedge Strategy - 1.000% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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