Reynders, Mcveigh Capital Management, LLC

Assets Under Management

$3.9B

Number of Clients

779

Number of Advisors

22

Average Client AUM

$5.0M

AUM per Advisor

$178.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Reynders, McVeigh provides discretionary and non-discretionary investment management, asset advisement, and investment consulting services. They offer financial planning to retail clients meeting minimum investment requirements. The firm focuses on sustainable investing, integrating ESG criteria into its investment decisions. They tailor advisory services to clients' objectives and constraints.

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3M+0.75%

Fees are negotiable based upon circumstances and relationships with clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

The standard annual fee for managed accounts is 1% of the first $3 million under management and 0.75% on assets exceeding $3 million. Fees are negotiable based on circumstances and relationships. Certain legacy clients have flat-fee arrangements. The firm does not charge a fee for financial planning services and generally provides it only to clients who meet and maintain the firm's minimum account size.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingSocially Responsible InvestingHigh Net Worth
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Location

10 Post Office Square, Suite N1010, Boston, MA, 02109

22 Advisors at this firm

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