Breiter Wealth Management offers both comprehensive financial planning and discretionary investment management services to individuals, high net worth individuals, corporations, and retirement plans. The firm uses a turnkey asset management platform to build customized investment portfolios based on Modern Portfolio Theory, covering asset classes like exchange-traded funds, mutual funds, individual equities, fixed income, and digital assets. Financial planning encompasses cash flow, tax planning, retirement planning, education planning, estate planning, risk management, and digital asset advice. Breiter Wealth Management does not impose a minimum account size or minimum fee to establish a relationship. The firm is owned and managed by Josh Reesman, serving clients primarily from St. Louis, Missouri.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Specialty holdings (individual bonds, private placements, donor-advised funds, 529 accounts) use a separate tiered schedule ranging from 0.55% down to 0.20%. All fees are negotiable.