Raymond Ifert is a registered investment advisor at Rei Wealth Management, based in Tampa, FL, with 21 years of industry experience. Raymond 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 25 clients with $160M 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.40% |
Fees over $15 million are negotiated. For fixed income only accounts: - First $5 million: 0.40% - Next $5 million (up to $10 million): 0.30% - Assets over $10 million: 0.25%
Fee Estimator
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Raymond is a board trustee and foundation director for the Tampa Museum of Art since 2002, dedicating minimal time. He is also an independent insurance agent, spending a few hours per week, and a sales consultant for TMI Trust Company, dedicating about a quarter of his time.
Employment History
Current Registrations
Rei Wealth Management
Previous Registrations
Mbsc Securities Corporation
Morgan Keegan & Company, INC.
Amsouth Investment Management Company LLC
Banc of America Investment Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.