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Abel Reyes

1 Year of Experience
Bayonne, NJ

Abel Reyes is a registered investment advisor at Rimac, based in Bayonne, NJ, with 1 years of industry experience. Abel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 20 clients with $7.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
20 clients
Average Client Portfolio
$379K average
Assets Under Management
$7.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.00%
$250K - $500K0.90%
$500K - $1.0M0.80%
$1.0M - $2.5M0.70%
$2.5M - $5.0M0.60%
$5M+0.60%

Fees are negotiable for accounts over $5,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Bayonne, NJ

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Abel has a passive real estate investment with Bowery Realty, LLC, involving one property. This activity is not investment-related.

Employment History
Current Registrations
Rimac
July 2024 - Present · 1 yr 10 mos
State Registrations4 states
CAFLNJNY
Advisor

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.

Exams
No exam information available for this advisor.
Abel Reyes - Financial Advisor | TrueAdvisor