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Christopher Brent Heerlein

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
1,217 clients
Average Client Portfolio
$419K average
Assets Under Management
$510.2M

Fee Structure

Minimum Investment:None
Hourly Rate:Up to $400/hr

REAP charges an annual asset-based fee for investment management services, up to a maximum of 2.00% per annum. These fees are negotiable and may vary. The annual advisory fee includes the costs of the selected sub-advisor’s services. For alternative investment due diligence, REAP charges a fixed fee up to 1.10% of the value of the investible asset. Financial planning services are offered either on a fixed fee basis or based on a maximum hourly rate of $400 per hour.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

710 South Austin Avenue, Suite 200, Georgetown, TX, 78626

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher is an insurance agent for Reap Insurance Group, LLC, selling fixed annuities and life insurance, dedicating about a quarter of his time. He is also a musician for LiVE - Fith Veda Inc, spending a few hours per week, and a Director at Marigold Incorporated Cell, Inc., offering insurance products and overseeing client needs, dedicating minimal time. He is also a member of Reap Solara Ventures, LLC, dedicating a few hours per week.

Employment History
Current Registrations
Reap Financial Group, LLC
October 2015 - Present · 10 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.