Reitz Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reitz Capital Advisors provides investment management, financial planning and consultation to a mix of private and institutional clients. The firm reports approximately $103 million in discretionary assets under management and indicates a client base in which a majority of assets are attributable to high‑net‑worth individuals, alongside pension and profit‑sharing plans, charitable organizations, corporations and state or municipal government entities.
The firm’s investment approach centers on strategic, diversified asset allocation informed by Modern Portfolio Theory and fundamental analysis, with portfolios typically constructed from mutual funds, ETFs, individual equities and fixed‑income securities. Portfolios are managed with a long‑term orientation and periodic monitoring, and the advisor may exercise limited discretionary trading authority under client authorization.
What distinguishes this advisory practice from many peers is the combination of a high concentration of high‑net‑worth household assets together with a notable institutional client mix (plans, charitable and government entities) for an independent advisor of its scale. The brochure also discloses that the firm’s compliance principal holds CFP credentials and that certain personnel engage in insurance sales in a separate capacity, with those conflicts described in its disclosures.
Client services
Expertise
Fee options
Project-based fees may be negotiated for Financial Planning and Consultation services using hourly rate as a guide
Fees are negotiated and may vary based on factors; no fixed fee tiers explicitly stated
Commissions accepted only by insurance licensed representatives for insurance products, not for investment advisory services
$175 per hour for Financial Planning and Consultation services, fees billed to next half-hour
Account minimum: No minimum portfolio size or fee for clients seeking advisory services Fee-only: Investment Management fees based on a negotiated percentage of assets under management, payable quarterly in advance; typical hourly fee $175 for Financial Planning and Consultation services
Main office
5786 Midland Rd
Freeland MI 48623
Advisors at this office
1
Most active in
Michigan · Texas
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.
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