Advisor at Reitz Capital Advisors LLC
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Firm
Reitz Capital Advisors LLC
Location
Freeland, MI 48623
Credentials
CFP®, Series 63
Industry experience
15 years
Mark Reitz is a CFP®-certified financial advisor with 15 years of industry experience. He founded and has managed Reitz Capital Advisors LLC since 2013. Outside of his advisory role, he is involved in health insurance through a partial ownership in Mayan Group Benefits and operates an insurance agency, Mayan Agency. Reitz Capital Advisors provides investment management, financial planning, and consultation services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a long-term investment approach based on strategic, diversified asset allocation informed by Modern Portfolio Theory and fundamental analysis.
Based on Reitz Capital Advisors LLC
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
5786 Midland Rd
Freeland, MI 48623
Michigan · Texas
Reitz Capital Advisors LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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