Reed Davis

Client Portal
Client Resources
318.473.0116

FEE CHART

OUR COMMITMENT TO YOU
FEES EXPLAINED IN COMMON LANGUAGE

When it comes to investments and financial planning. you deserve to know what you,re getting and what it costs. That,s what we deliver, with no obligation.

We build custom, comprehensive financial plans based on your needs and with a straightforward, market-value fee. No hidden charges. No upcharges. No guesswork.

HOW OTHER FIRMS
CHARGE FEES

Some advisors shake your hand and tell you they charge 1%. Here’s what they may not be telling you: That’s only the advisor fee. Many people are surprised to learn that unreported costs can make a mutual fund, for example. two or three times as costly as anticipated.

THE HIDDEN FEES?
TO NAME A FEW

  • Front end sales load (sales commission)
  • Back end load(sales charge)
  • Exchange fees
  • Transaction fees
  • Custidian fees
  • Account maintenance fees
  • Purchase fees
  • Management fees
Charging fees without your explict knowledge, and without explaining the role they play in your portfolio, doesn't meet our standard of service.

NOT WORKING WITH A FIRM?

Even without professional guidance, you're paying fees on your investments.

Why we're different

We believe in transparency. Our all in fee covers everything - no surprices, no sifting through the fine print.

INVESTMENT MANAGEMENT FEE SCHEDULE

Based on total portfolio assets with our firm
Program Fees Cover Account Size Account Fee (Charged Quarterly)

FAQ's

Quo eu saepe id eiusmod nisi possimus dignissim perferendis?
Esse optio phasellus quisquam, congue amet excepturi commodi facilisi aenean, molestie sodales hic vehicula, tristique posuere, aenean mollitia semper duis optio tenetur quas varius doloremque quisque occaecati quisquam volutpat, sunt, per. Venenatis iaculis ornare facilisis neque, bibendum ligula aspernatur illo quas sunt provident quod nunc? Ipsa maiores sociis corporis sit. Reiciendis dolorum numquam accusantium nisi excepteur vel illum natus morbi bibendum aenean! Scelerisque repellendus sequi adipisicing? Reiciendis netus repellat voluptatibus, arcu? Duis consequuntur hac, nulla, quia, nam hendrerit, reprehenderit auctor recusandae vitae turpis, aute provident bibendum, eius, ultricies, alias? Primis, tortor laudantium suspendisse nulla quas, ipsam ea, nihil, montes! Natus.  
Contrary To Popular Belief, Lorem Ipsum Is Not Simply Random Text?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Proin maximus, metus id scelerisque ornare, nibh augue congue purus, a ultricies tellus erat vitae nisl. Sed a ante at nisl facilisis imperdiet eu vitae leo. Mauris vitae ante nibh. Morbi id dui a lectus efficitur vehicula. Nulla pellentesque urna vel auctor posuere. Pellentesque sodales eros eu finibus luctus. Praesent at vehicula nisi. Aenean blandit enim quam, eget semper urna semper ac. Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Nam vel hendrerit nulla, in facilisis mauris.
Lorem Ipsum Dolor Sit Ametconsectetur Adipiscing Elit?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Proin maximus, metus id scelerisque ornare, nibh augue congue purus, a ultricies tellus erat vitae nisl. Sed a ante at nisl facilisis imperdiet eu vitae leo. Mauris vitae ante nibh. Morbi id dui a lectus efficitur vehicula. Nulla pellentesque urna vel auctor posuere. Pellentesque sodales eros eu finibus luctus. Praesent at vehicula nisi. Aenean blandit enim quam, eget semper urna semper ac. Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Nam vel hendrerit nulla, in facilisis mauris.
Quasi quo aliquam odio egestas ut?
Vehicula primis deserunt fringilla! Fusce excepturi aliqua. Voluptatum, eligendi malesuada, posuere convallis, ad aliquid ducimus repellendus! Scelerisque blandit, vitae platea? Consectetur fusce, venenatis, scelerisque, ut repellendus irure eu, egestas mollit doloribus rerum sagittis parturient massa! Fusce! Itaque praesent repudiandae magnis! Ullam necessitatibus quisquam. Voluptas, ullamcorper? Viverra alias volutpat? Morbi adipisci.
Venenatis placeat tenetur asperiores, proin, arcu?
Sollicitudin deserunt nam hendrerit, aliqua hymenaeos magni, laborum cupiditate! Ultricies, ac nulla fringilla corporis posuere aliquam tempus fugit incididunt tempus fugiat laboriosam. Id diamlorem necessitatibus accusantium cumque temporibus laborum dolore, veniam egestas placerat tellus leo lectus, malesuada sapiente donec magnis labore ad explicabo arcu rerum provident conubia senectus mus quas.