Facts and Insights
REED CAPITAL MANAGEMENT, LLC is a leading financial management firm that specializes in helping clients achieve their long-term financial goals. They have been in business for over 20 years and have a team of experienced and knowledgeable financial advisors who are dedicated to providing personalized and comprehensive financial planning services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
REED CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help clients reach their financial goals. These services include financial planning, investment management, retirement planning, tax planning, and estate planning. They also provide specialized services for small business owners, such as business planning and succession planning.
Client Types
REED CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, and small business owners. They tailor their services to meet the unique needs and goals of each client, and are committed to building long-lasting relationships based on trust and transparency.
Fees & Compensation
REED CAPITAL MANAGEMENT, LLC operates on a fee-only basis, which means they do not receive commissions or sell products. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals. They are committed to providing transparent and competitive fees, and will always fully disclose any fees to their clients.
Background
REED CAPITAL MANAGEMENT, LLC was founded by John Reed, a Certified Financial Planner™ (CFP®) with over 30 years of experience in the financial industry. He built the firm with the belief that every client deserves personalized and comprehensive financial planning services, and that financial success is achievable for everyone with the right guidance and support.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), REED CAPITAL MANAGEMENT, LLC is required to provide certain disclosures to their clients. This includes any potential conflicts of interest, their fee structure, and any disciplinary history. They are committed to full transparency and will always provide these disclosures to their clients when necessary.