Reify Wealth Advisors provides personalized investment management, financial planning, administrative, and tax preparation services to individuals, families, trusts, and businesses. The firm builds customized portfolios based on a buy-and-hold strategy and reviews accounts annually, requiring client approval for all portfolio changes. Reify Wealth Advisors offers modular financial planning covering cash flow, retirement, tax planning, estate review, insurance, education funding, and more. Additionally, the firm is affiliated with a tax advisory practice that offers tax preparation and filing services. Reify Wealth Advisors operates as a registered investment advisor and requires client assets to be held at Charles Schwab & Co., Inc. as the qualified custodian.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual fee of 0.50% is billed quarterly at 0.125% in arrears based on the previous quarter-end account value. Fees are negotiable.