Carl Christian Reidemeister
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management, but clients may choose an hourly rate or a combination. Initial consultations are free. For continuing advisory agreements, fees are assessed quarterly in advance and deducted from the client’s account. Some clients prefer to be charged on a pure time basis at $125 per hour. Financial planning fees are charged at the current hourly rate, with a typical plan involving eight to ten hours of work. Discounts may be negotiated for special situations.
Areas of Practice
Advisor Information
Office location
Lyme, CT
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carl owns Financial Consulting LLC, which focuses on fixed insurance sales, dedicating about 10-20% of his time. He also owns Xtreme Mobile Adventures, an advertising/marketing business for outdoor products, spending a few hours per week on it.