Reify Wealth Advisors offers personalized investment management and financial planning services. They develop customized investment policies and manage accounts based on client objectives. Financial planning services cover cash flow, investments, taxes, estate, retirement, insurance, education, and home financing. Reify also offers tax preparation services through an affiliated company.
Assets Under Management$520M
Clients247
Advisors5
Avg. per Client$2.1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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