Research Financial Strategies

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Assets Under Management

$254.4M

Number of Clients

580

Number of Advisors

Average Client AUM

$439K

AUM per Advisor

$42.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Reutemann Financial Solutions, Inc. (RFS) offers asset allocation, asset management, ETF Trend Allocator Program, and financial planning services. RFS focuses on technical analysis, risk mitigation, and a disciplined "sell-side" approach. RFS manages investments based on clients' financial situations, investment objectives, and risk tolerance.

Fee Structure

Minimum Investment:$50K

Financial Plan Fee:Up to $5,000

Hourly Rate:Up to $500/hr

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.

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