Reichel Management Company (RMC) provides investment management and financial planning services. For investment management, RMC works with clients to determine their financial goals, risk tolerance, and time horizon, then creates a tailored investment strategy. Financial planning covers a range of topics, including retirement planning, risk management, tax reduction, and estate preservation. Clients can place restrictions on investments.
Assets Under Management$8.9M
Clients2
Advisors1
Avg. per Client$4.5M
Avg. per Advisor$8.9M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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