Reitz Capital Advisors LLC

Wealth Management Firm in Freeland, MI

Firm Info
Address: 5786 Midland Rd, Freeland, MI 48623, USA
Phone: (989) 791-3693

Firm Size
Assets Under Management: $167.9 million
# of Advisors: 2
# of Clients: 606
Client to Advisor Ratio: 303:1
Average Account Size: $277,021
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Reitz Capital Advisors LLC Overview

Reitz Capital Advisors LLC is an investment advisory firm that provides investment advice only. Their fee arrangement is fee only, which means they don't receive any commissions, and their recommendations are in the clients' best interest. The firm is located in Freeland, MI, and has been in business since 2018. The firm offers various services, including financial planning, portfolio management for individuals and small businesses. With their expertise, they help their clients in managing their investment portfolios by providing tailored investment solutions that align with their clients' financial goals. In addition to its investment advisory service, Reitz Capital Advisors also provides clients with consultation services. Their consultation services are tailored to support clients in areas such as risk management, financial analysis, and investment strategy development. By providing comprehensive consultation services, the firm ensures that its clients are equipped with the tools they need to make sound financial decisions.

rates retainer fees REITZ CAPITAL ADVISORS LLC serves a diverse range of clients, varying from individuals to high net worth individuals seeking financial consultation services. Regardless of portfolio size or background, the firm tailors their services to meet the unique needs of each client. As a team of experienced financial professionals, they work diligently to provide valuable guidance and advice to achieve their clients' financial objectives. When it comes to fee structures, REITZ CAPITAL ADVISORS LLC offers a selection of options. For clients seeking asset management services, the firm's fee structure includes a percentage of assets under management (AUM). This allows for a percentage-based fee that aligns with investment performance. For clients seeking on-demand advisory services, hourly rates are available. This flexibility ensures that individual needs are met, and clients only pay for the services they require. Additionally, the firm offers retainer fees for ongoing consultation, ensuring that clients have continuous access to financial expertise when they need it most. Regardless of the service, REITZ CAPITAL ADVISORS LLC believes in transparent pricing and communication with clients. They strive to provide excellent service while maintaining a commitment to fair and reasonable fees.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for REITZ CAPITAL ADVISORS LLC does not mention an investment minimum.

How This Office Can Help Freeland, MI Residents

Reitz Capital Advisors LLC is a trusted financial consulting firm that helps clients in Freeland, MI achieve their financial goals. With their knowledge and expertise, they provide customized solutions and tailored advice to clients in a wide range of situations. Whether it is planning for retirement, managing investments, or creating a budget, Reitz Capital Advisors LLC is dedicated to helping clients reach their financial objectives. A common challenge faced by many residents in Freeland, MI is navigating complex financial situations such as planning for college expenses, managing debt, and preparing for unexpected expenses. Reitz Capital Advisors LLC can provide valuable assistance in these areas and much more. They can also offer guidance on investment strategies, tax planning, and insurance needs, ensuring clients have a comprehensive plan for their financial future. With their personalized approach and comprehensive services, Reitz Capital Advisors LLC is a valuable resource for anyone looking to achieve financial success in Freeland, MI.

To view the Minimum Investment and Fee Schedule for Reitz Capital Advisors LLC, visit their Part 2 Brochure.

Services Offered by Reitz Capital Advisors LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Reitz Capital Advisors LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5786 Midland Rd, Freeland, MI 48623, USA
Phone (989) 791-3693
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Reitz Capital Advisors LLC is registered to service clients in the following states:

  • Michigan

Disciplinary History

Reitz Capital Advisors LLC does not have any disclosures. Please visit it's Form ADV for more details.

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