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Reyn Eichenlaub

3 Years of Experience

Reyn Eichenlaub is a registered investment advisor at Canopy Wealth Management, based in Birmingham, MI, with 3 years of industry experience. Reyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 601 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
601 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $1.5M0.80%
$1.5M - $3.0M0.60%
$3.0M - $5.0M0.50%
$5M+0.40%

Fees may be negotiable depending on the size and type of account, level of service, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

380 N Old Woodward Ave, Suite 290, Birmingham, MI, 48009

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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
Canopy Wealth Management
May 2022 - Present · 3 yrs 11 mos
State Registrations2 states
MITX
Advisor

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Exams
No exam information available for this advisor.