Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFS offers financial planning services with fees charged hourly (up to $500/hour), fixed (up to $5,000), or as a percentage of net worth/annual income (0.5%-2.0%). Asset allocation services are billed quarterly, either hourly (up to $500/hour) or fixed (up to $10,000/year). Asset management fees range from 0.50% to 3.00% annually, negotiable based on account value, asset types, financial situation, and trading activity. A minimum account size of $50,000 is required, but exceptions may be granted.
Areas of Practice
Advisor Information
Office location
2273 Research Blvd, Suite 101, Rockville, MD, 20850-3264
Get directionsRegulatory History (8)
Regulatory
August 2024Customer Dispute
March 2019Customer Dispute
February 2009Customer Dispute
July 2008Customer Dispute
December 2005Customer Dispute
December 2002Customer Dispute
August 2002Criminal
October 1978Other Business ActivitiesSells Insurance
John is an appointed insurance agent since 1992, offering fixed and variable life, annuity, and long-term care insurance. He also owns rental properties and a coaching business for professional advisors, and is CEO of Reutemann Financial Florida Inc., spending nearly full-time on investment management services.