Donald Rex is a registered investment advisor at Rex Management LLC, based in Columbia, SC, with 15 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 20 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $200K | 1.00% |
| $200K - $500K | 0.90% |
| $500K+ | 0.80% |
Fee Estimator
Location
Columbia, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald is a 50% owner of Silver Ridge II LLC, a firm that developed the Silver Meadows subdivision, and handles sales and administration, spending minimal time on it. He is also a director of Independence National Bank since 2007, spending minimal time on bank meetings.
Employment History
Current Registrations
Rex Management LLC
State Registrations1 state
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