REAP Financial Group offers investment management, financial planning, and consulting services. Investment management is typically coordinated with sub-advisor firms. Financial planning includes cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning advice. REAP may recommend third-party legal, tax, and insurance advisors but does not receive referral fees.
Assets Under Management$650M
Clients1,284
Advisors6
Avg. per Client$500K
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
REAP Financial Group charges an annual asset-based fee for investment management services, up to a maximum of 2.00% of the value of your portfolio. The fee covers the costs of the sub-advisor's services. The exact fee is negotiable and depends on the sub-advisor, investment model, and other factors.
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