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Edward Kim Reynolds

Advisor at Deak Reynolds Company — Lexington Park, MD

Updated today

Credentials

Series 65

Experience

24 years

Location

Lexington Park, MD

Deak Reynolds Company

Independent

Total advisors

1

Clients per advisor

12 Typical

Avg AUM per client

$2,245,736 Very High

HNW client ratio

100% Very High

About

Edward Reynolds is the sole advisor at Deak Reynolds Company, an independent firm based in Lexington Park, MD. He holds a Series 65 designation and has 24 years of industry experience. In addition to his advisory role, Reynolds maintains a private law practice as a sole practitioner. Deak Reynolds Company provides discretionary investment management and limited consulting services to individuals and high-net-worth clients. The firm constructs personalized asset allocations using mutual funds, ETFs, and individual securities, employing a combination of fundamental, technical, charting, and cyclical analysis to support both long- and short-term investment strategies.

Client services

Based on Deak Reynolds Company

Portfolio management

Expertise

Based on Deak Reynolds Company

Wealth management

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Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $4,000,000: 0.80% $4,000,001+: 0.75%

Other

Minimum fee: Minimum annual investment management fee of $1,250, may be reduced or waived at firm's discretion Fee-only: Investment management services provided on a fee-only basis

Location

Lexington Park, MD

Lexington Park MD

Advisors at this office

1

Most active in

Maryland

Work history

24 years of industry experience

Deak Reynolds Company

2000 - Present • 26 years

Lexington Park, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®

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