Eldon Reese Advisory Group provides financial planning, financial coaching, and portfolio management services to individuals, families, trusts, and business entities. Financial planning covers cash flow, retirement, investments, employee benefits, risk management, college savings, estate planning, and tax strategies. Portfolio management is offered on a discretionary basis, potentially using outside managers like AssetMark. Business consulting is available for business owners who are also financial planning clients. Employee retirement plan services are also offered to plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.80% |
| $100K - $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees are negotiable for accounts over $10,000,000. When an Outside Manager is used to manage a portfolio, additional fees apply, ranging from 0.00% to 0.75% annually.