REACT Investment Solutions provides a platform for independent registered investment advisors to access money managers who have passed a strict due diligence and research process. REACT furnishes investment advice through consultations and advice about investments and money managers. REACT does not take custody of client assets or utilize discretionary authority, as this is given to the money managers selected by the client.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $4.0M | 1.50% |
| $4.0M - $7.0M | 1.00% |
| $7M+ | 0.90% |
Fees are subject to negotiation. Accounts not managed via a third-party money manager may have a different fee schedule. Examples include Active Income Strategies (.75%), Axcelus Private Placement Annuity accounts (flat 1.25% except active income, which is .75%), Axcelus Private Placement Life accounts (flat 1.45% except active income, which is .75%), Recommended Mutual Fund flat .25%, Buffered Funds: .5%, Custom passive allocation: 1%, Treasuries: no fees collected.