Rehmann Wealth provides wealth management services to individuals, trusts, estates, charitable organizations, non-profits, and small businesses. Services include investment management, financial planning, estate planning, wealth transfer, and business succession planning. Rehmann Wealth offers both discretionary and non-discretionary investment advisory services. Clients must sign an Investment Advisory Agreement and a custodial agreement.
Fee Structure
Rehmann Wealth provides investment management services for an annual fee based on a percentage of the assets managed. The fee is assessed quarterly in advance, based on the market value of the assets on the last day of the previous quarter. The annual fee varies between 0.00% and 2.50%, depending on the value of assets, the advisor, the type of services, and the client's relationship with the advisor. Some advisors may impose minimum account sizes or quarterly fees. Cash held in a client's account will be considered part of the assets under management for the purpose of calculating the advisory fee, unless explicitly stated in writing.