Reicon Wealth Advisors provides investment advice to high-net-worth individuals, charities, foundations, and businesses. Reicon Wealth works with clients to understand their financial situation and goals, then develops investment objectives and guidelines. Reicon Wealth manages client accounts with the authority to make investment decisions without prior client consultation, though clients can request certain restrictions.
Fee Structure
Reicon Wealth charges a percentage of the value of your investments. The specific percentage is negotiated with each client, and the typical range is between 0.50% and 1.0% per year, depending on the size of the account, the services provided, and other factors. Some accounts may be subject to a minimum annual fee. Fees are generally deducted from client accounts quarterly.