Reedmark Advisors, LLC

Reedmark Advisors, LLC is a financial advisory firm established in October 2014 and specializes in providing fiduciary and non-fiduciary retirement plan consulting services to various types of retirement plans. They offer services such as investment duties, assistance in developing investment policies, and plan expense analysis. For individual investors, Reedmark offers portfolio advisory services tailored to each client's goals and risk tolerance, with a minimum account size of $500,000. The firm may request discretionary authority from clients to manage investments. Reedmark charges asset-based fees for portfolio management, ranging from 0.25% to 1.00%, and for pension consulting, ranging from 0.15% to 0.50%. Clients may terminate the agreement within five business days of signing without penalty. The firm does not participate in wrap fee programs and has assets under advisement totaling over $396 million. Reedmark employs various methods of analysis, including charting and fundamental analysis, and offers long-term investment strategies with a focus on capturing market rates of return and risk. The firm does not accept performance-based fees and provides services to pension plans, high-net-worth individuals, and others. Reedmark's brokerage practices include recommendations for clients to use Schwab Institutional as a custodian. The firm has a Code of Ethics, reviews client accounts quarterly, and provides detailed reports to clients. Reedmark does not accept compensation for client referrals and does not have custody of client assets unless authorized. The firm may have discretionary authority for trading and does not vote on client securities. Reedmark has no financial conditions impairing its ability to meet client commitments and has not been subject to bankruptcy in the last ten years.