Reatherford Wealth Management provides investment management, comprehensive financial planning, and consulting services to individuals, families, and small businesses. The firm helps clients plan, build, and protect their assets to achieve their financial goals. Reatherford Wealth Management is legally required to act in your best interest.
Assets Under Management$12M
Clients69
Advisors1
Avg. per Client$170K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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