Advisor at Reye Partners Asset Management LLC
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
Reye Partners Asset Management LLC
Location
Leesburg, VA
Credentials
Series 63, Series 65
Industry experience
24 years
David Pickei is the sole advisor at Reye Partners Asset Management LLC in Leesburg, VA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Reye Partners since 2005. Reye Partners Asset Management provides discretionary, separately managed investment management and portfolio consulting services primarily for individual clients and trusts. The firm serves both high-net-worth and non-high-net-worth clients, emphasizing portfolio composition, due diligence, diversification, and capital preservation through a manager-of-managers approach.
Based on Reye Partners Asset Management LLC
Based on Reye Partners Asset Management LLC
0.5% to 1.0% annually (negotiated based on account size and other factors)
$1,250 per hour for consulting services outside normal scope
Account minimum: $5,000,000 (may be waived at sole discretion)
Leesburg, VA
Virginia
Reye Partners Asset Management LLC
2005 - Present (21 years)
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Real estate agent
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Other specialized services
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FI-Nancial Planner LLC
As a member of the financial independence community, I understand the value of quality fee only advice catering to the complex and "nontraditional" route we are taking to life. I have built a "lifestyle" practice, where I can serve clients, maintain my balanced lifestyle with two girls, pursue my hobbies and travel. I primarily work with clients on an ongoing retainer basis, charged with a monthly billing arrangement. For legacy (separated) clients or family of clients, I offer hourly based planning. I also prepare tax returns and manage assets, both of which I charge a separate fee for. After graduating from University of Maryland, College Park, I worked in public accounting doing tax preparation and consulting for high net worth individuals, estates and trusts. I changed careers into financial planning in 2013, working mainly with clients pursuing a traditional retirement path, including attorneys, physicians, executives and families with wealth. After working for a large planning firm in the DC area, I launched my firm in 2018. I am a CFP® and CPA. Given my background, I specialize in tax planning, retirement planning and frugality!
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