Reed Financial Services offers investment management through model portfolios, financial planning, and consulting services. They follow a team approach to client service, with representatives focused on understanding client needs and developing financial plans. Reed Financial Services' representatives are also registered representatives of a broker-dealer and licensed insurance agents, but their core business focuses on investment management and planning.
Assets Under Management$390M
Clients351
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$97M
www.linkedin.com/company/reed-financial-service... ·www.facebook.com/reedfinancialservicesinc ·www.reed-financial.com
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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