Reap Financial Group, LLC

Assets Under Management

$510.2M

Number of Clients

1,217

Number of Advisors

6

Average Client AUM

$419K

AUM per Advisor

$85.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

REAP Financial Group, LLC is an SEC-registered investment adviser offering investment management, financial planning, and consulting services primarily to individuals and trusts. They coordinate with sub-advisor firms for asset management and offer alternative investment due diligence. REAP does not provide legal, tax or insurance advice.

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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Location

9414 Anderson Mill Road, Suite 100, Austin, TX, 78729

6 Advisors at this firm

Reap Financial Group, Llc | AdvisorDiscover