Fees
As an independent, fee-only advisor we charge 1% of the assets under management on a yearly basis. This fee is for balanced portfolios that are comprised of individual equities and fixed-income. Portfolios that are exclusively fixed-income or mutual funds may be subject to a lower fee. Our minimum account balance is $1,000,000 (The minimum may be waived at the discretion of the adviser.) An initial phone consultation for prospective fee-based clients is complimentary, however we also provide hourly consultations for investors who are interested in general investing advice. The hourly rate is $250/hr.
Financial planning is an integral part of the investment management process as it relates to individuals. At Reyes Capital we provide the financial planning necessary to help our clients afford a comfortable retirement, send their children to college, buy a home or care for elderly family members. Issues with respect to taxes, estate planning, real estate and insurance are raised during the first few meetings, and throughout the engagement as new circumstances arise; appropriate referrals to our close network of qualified professionals in each area are made when necessary.
As a fee-only advisor and advocate of the Charles Schwab investing philosophy, Reyes Capital was founded on the principles of fairness, value and integrity in everything we do. The asset-based fee we charge our clients is the only way we are compensated. There are no hidden fees, commissions or expenses associated with any of our investments. This asset-based fee structure places our interests firmly in line with our clients’ interests - if the client’s account increases in value, our compensation increases, and vice-versa.
