Reiber Wealth manages investment portfolios based on clients' individual needs and goals. They offer financial planning services alongside investment management, covering areas like business planning, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. Reiber Wealth works with clients to determine their risk tolerance and time horizon to ensure suitable recommendations.
Assets Under Management$17M
Clients26
Advisors1
Avg. per Client$650K
Avg. per Advisor$17M
www.reiberwealth.com ·www.facebook.com/reiberwealth ·www.linkedin.com/company/reiber-wealth-advisory...
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...