RM
CFP
RM
CFP

Reed Rummel Mccoy

12 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
3 clients
Average Client Portfolio
$15.3M average
Assets Under Management
$45.9M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5.0M - $15.0M0.50%
$15.0M - $25.0M0.45%
$25.0M - $50.0M0.40%
$50.0M - $75.0M0.35%
$75M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1290 Broadway, Suite 1100, Denver, CO, 80203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Israel Investment Advisors, LLC
January 2021 - Present · 5 yrs 1 mo
Ghp Investment Advisors INC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Ghp Investment Advisors INC
May 2017 - December 2020 · 3 yrs 7 mos
Captrust
April 2015 - March 2017 · 1 yr 11 mos
Captrust Financial Advisors or "captrust"
September 2013 - April 2015 · 1 yr 7 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Reed Rummel Mccoy - Financial Advisor | TrueAdvisor