RheeCo, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rheeco provides discretionary investment management and financial planning to individuals, high-net-worth individuals, trusts, estates, and small businesses, constructing portfolios that typically use ETFs, diversified mutual funds, individual equities, and fixed-income securities. The firm also offers written financial plans and may refer or provide tax, accounting, and insurance implementation services through affiliated businesses under separate engagements.
The firm generally pursues a long-term, low-turnover investment approach while employing both fundamental and technical analysis to develop asset-allocation targets and customized portfolios, and it will trade shorter-term when rebalancing or meeting client cash needs. Rheeco manages accounts on a discretionary basis and describes institutional relationships with custodians (Schwab and Fidelity) that supply execution, research, and technology support used in managing client assets.
Noteworthy differences from many peers include an affiliation with an accounting firm providing tax and accounting services under separate engagement terms and a disclosure that the firm advertises hypothetical performance in its materials—features the brochure highlights as potential sources of conflict or investor attention. The brochure also discloses that firm principals maintain CPA/CFP credentials and act as licensed insurance producers, which can create implementation-related conflicts that the firm says it manages through disclosures and separate engagements.
Client services
Expertise
Fee options
Fixed fees typically range from $5,000 to $20,000, negotiable
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.00% $750,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,000+: negotiable
Up to $400 per hour
Fee-only: Hourly fees up to $400/hour; Fixed fees typically range from $5,000 to $20,000, negotiable
Main office
47 Eliot Street
Natick MA 01760
Advisors at this office
2
Most active in
Massachusetts · New Hampshire
Also doing business as
Rhee & Company · Rheeco, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Advisors at this firm
Peichi L
Series 65
Natick, MA
RheeCo, Inc.
Peichi Lo is a financial advisor at RheeCo, Inc. with a Series 65 designation and three years of industry experience. She also provides bookkeeping, tax, and accounting services as a staff accountant at RHEE+COMPANY. RheeCo, Inc. offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm typically constructs diversified, tax-aware portfolios using ETFs, mutual funds, individual equities, and fixed-income securities, managing accounts on a discretionary basis with customized asset allocation and periodic rebalancing.
David R
CFP®, Series 66
Natick, MA
RheeCo, Inc.
David Rhee is a CFP® with 22 years of industry experience and is currently a principal at RheeCo, Inc. He has worked at SWS Financial Services since 2007 and operates a tax preparation and planning business. Outside of his advisory roles, he serves as treasurer and board director for both Hope for Children of Haiti and the Rotary Club of Natick. RheeCo, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages tax-aware, diversified portfolios with a long-term focus and offers retirement advice, as well as tax and accounting services through an affiliated accounting practice.
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