React Investment Solutions, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
REACT offers investment advice and connects independent Registered Investment Advisors (RIAs) with vetted money managers. They provide a platform with due diligence and research. REACT does not take custody of client assets or exercise discretionary authority, but recommends money managers and investment allocations.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $4.0M | 1.50% |
| $4.0M - $7.0M | 1.00% |
| $7M+ | 0.90% |
Fees are subject to negotiation.
Fee Estimator
REACT charges an annual fee based on the average daily value of your account, billed quarterly in arrears. The standard fee schedule is 2.0% on the first $1,000,000, then decreasing percentages for higher asset tiers. Some investments, like Active Income Strategies, Axcelus Private Placement Annuity/Life accounts, Recommended Mutual Funds, Buffered Funds, Custom passive allocation, have different fee schedules. Fees are subject to negotiation. REACT may also receive a portion of the fees the money manager or investment collects from the investor's account. REACT's primary compensation comes from fees it retains after paying all third party money manager fees and RIA fees from the fees it collects.
Areas of Practice
Location
459 Monterey Avenue, Suite 100, Los Gatos, CA, 95030