Rezny Wealth Management is a registered investment advisor based in Florida, with additional offices in Illinois. Founded in 1992, Rezny Wealth Management focuses on active portfolio management tailored to each client's specific goals, risk tolerance, and time horizon. The firm primarily utilizes individual stocks, bonds, and exchange-traded funds to build customized portfolios across several investment styles, ranging from aggressive growth to balanced income. In addition to managing investments, Rezny Wealth Management provides financial planning services—covering retirement, estate, and insurance planning—at no additional cost for clients enrolled in an investment advisory relationship. The firm requires written authorization to manage accounts on a discretionary basis, meaning Rezny Wealth Management makes trades on your behalf without needing approval for every transaction. Portfolios are custodied with Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Fees may be negotiable at the firm's discretion. Breakpoints for accounts at Jefferson National and Nationwide will not be combined with other accounts.