Mark E. Reich, Cpa, Cfp

Overview

Mark E. Reich, CPA, CFP operates a sole proprietorship based in New York that combines accounting work with advisory services. The practice offers financial planning and portfolio management targeted at individuals and small businesses. Compensation is reported as a mix of percentage-of-assets-under-management and fixed fees, indicating the capacity to bill on an advisory basis as well as fee-for-service planning work. The firm is classified as an individual-owned, unclassified adviser and is not identified as a capital allocator or pension consultant. It does not report active ESG investing and is not designated as a multi-state or related adviser.

Assets & Accounts

Location & Offices