Reyes Financial Architecture Inc.

Reyes Financial Architecture, Inc. is a San Diego-based investment advisory firm founded in 2008, registered with the SEC. The firm specializes in asset management, financial planning, and consulting services for individuals, trusts, estates, and small businesses. They offer fee-based financial planning and investment services, including discretionary asset management. Clients can impose restrictions on investments, and the firm may engage third-party advisers when deemed in the client's best interest. The firm charges asset management fees based on a percentage of assets under management, with rates ranging from 1.50% to 2.45%. Financial planning services are included with asset management. Reyes Financial Architecture, Inc. does not charge performance-based fees or engage in side-by-side management. They typically work with high-net-worth individuals, pension plans, trusts, and corporations, with a minimum account size of $500,000. The firm acts as a fiduciary, always putting clients' interests first. Investment strategies include fundamental, technical, and cyclical analysis, with a focus on long-term and short-term purchases. Clients should be aware of various risks associated with investments, such as market, sector, issuer, and interest rate risks. The firm does not vote proxies on behalf of clients and maintains client assets with an independent custodian. Reyes Financial Architecture, Inc. has a privacy policy to protect clients' personal information and safeguards data confidentiality. Clients can contact the firm for more information or to discuss their data choices.