Reichel Management Company LLC

Reichel Management Company LLC provides discretionary asset management and financial planning services to individuals and high‑net‑worth clients, typically requiring a $500,000 account minimum that may be lowered or waived in certain instances. Services include ongoing portfolio management, customized financial plans, and the ability for clients to impose written investment restrictions.

The firm uses fundamental analysis to build individualized asset‑allocation strategies and implements those strategies under discretionary authority, performing at least quarterly reviews that address rebalancing and tax‑loss harvesting opportunities. It bills on an assets‑under‑management basis and requires clients to use a designated custodian, with custodial statements provided directly to clients.

Distinctive features include its solo, recently established advisory structure led by an advisor holding CAIA, CFA, and CFP credentials and prior institutional experience, and a stated emphasis on high‑net‑worth clients rather than lower‑net‑worth retail accounts. The brochure discloses outside trustee and board activities, potential receipt of research or soft‑dollar benefits through the chosen custodian, and a policy of not voting client proxies, all of which bear on potential conflicts of interest and service delivery.