Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$992,298,797
Total clients
721
34% high-net worth
Total advisors
4
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
180
Average account size
$1,376,281
Fixed fee of $1,500 for financial planning services
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
$150 to $500 per hour for financial planning services
Account minimum: $250,000 minimum for individuals; $1,000,000 minimum for corporate 401(k) plans, with possible waivers
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Reagan Companies Asset Management, Inc
8 E Main Street
Marcellus NY 13108, United States
Number of offices
1
CFP®, Series 66
Marcellus, NY
Reagan Companies Asset Management, Inc
CFP®, Series 66
Marcellus, NY
Reagan Companies Asset Management, Inc
CFP®, Series 63
Marcellus, NY
Reagan Companies Asset Management, Inc
CFP®, Series 66
Marcellus, NY
Reagan Companies Asset Management, Inc
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