Alicia Reed
Advisor at AssetMark, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AssetMark, Inc.
Location
Maricopa, AZ
Credentials
Series 63, Series 66
Industry experience
21 years
About
Alicia Reed is a financial advisor with AssetMark, Inc., holding Series 63 and Series 66 credentials and 21 years of industry experience. She has been with AssetMark Financial Holdings, Inc. and AssetMark Brokerage, LLC since 2014. AssetMark, Inc. is an SEC-registered investment adviser that provides advisory, consulting, and managed-account services to financial advisors, institutions, and individual clients. The firm manages a multi-billion dollar platform and offers a range of investment solutions, including model portfolios, retirement plan services, and private markets allocations.
Client services
Based on AssetMark, Inc.
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on AssetMark, Inc.
Wealth management
Private / alternative investments
Tax-loss harvesting
Retirement income strategy
Fee options
$0 - $250,000: 0.95% Platform Fee $250,001+: 0.25% Platform Fee or lower depending on account size and solution
Account minimum: $25,000
Location
Maricopa, AZ
Most active in
Alicia R has reported serving >5 clients in these states in the last 12 months.
Arizona
Work history
AssetMark Financial Holdings, Inc
2014 - Present (12 years)
AssetMark Brokerage, LLC
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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