Reichel Management Company LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reichel Management Company LLC provides discretionary asset management and financial planning services to individuals and high‑net‑worth clients, typically requiring a $500,000 account minimum that may be lowered or waived in certain instances. Services include ongoing portfolio management, customized financial plans, and the ability for clients to impose written investment restrictions.
The firm uses fundamental analysis to build individualized asset‑allocation strategies and implements those strategies under discretionary authority, performing at least quarterly reviews that address rebalancing and tax‑loss harvesting opportunities. It bills on an assets‑under‑management basis and requires clients to use a designated custodian, with custodial statements provided directly to clients.
Distinctive features include its solo, recently established advisory structure led by an advisor holding CAIA, CFA, and CFP credentials and prior institutional experience, and a stated emphasis on high‑net‑worth clients rather than lower‑net‑worth retail accounts. The brochure discloses outside trustee and board activities, potential receipt of research or soft‑dollar benefits through the chosen custodian, and a policy of not voting client proxies, all of which bear on potential conflicts of interest and service delivery.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually Over $1,000,000+: 0.75% annually
$250 per hour for financial planning services
Account minimum: $500,000
Main office
Jackson WY
Advisors at this office
1
Most active in
Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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