Rea Wealth Management offers continuous asset management and financial planning services tailored to individual client needs. The firm develops customized investment strategies or utilizes model portfolios consisting of mutual funds, exchange-traded funds, individual stocks, bonds, and certificates of deposit. Rea Wealth Management operates primarily through relationships with Commonwealth Financial Network and National Financial Services, offering both discretionary and non-discretionary account management. In addition to investment management, the firm provides financial planning services covering retirement, education, and estate planning, as well as budgeting and cash flow analysis. Rea Wealth Management specializes in serving individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable and can be structured as fixed or blended schedules. Additional program fees apply for PPS Select and PPS Direct programs.