Rehmann Capital Advisory Group, operating as Rehmann Wealth and Rehmann Financial, provides a full suite of wealth management services to individuals, families, trusts, estates, non-profits, and businesses. The firm offers both discretionary and non-discretionary investment management, portfolio construction, financial planning, estate planning, and business succession planning. Advisors tailor strategies to client objectives, utilizing custom portfolios, in-house asset allocation models, and third-party managers when appropriate. Rehmann Wealth also provides retirement plan consulting for employers under federal retirement plan rules. The firm emphasizes a fiduciary commitment to act in clients' best interests while managing potential conflicts, such as those related to affiliate services and asset-based fee structures.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Individual advisors set their own fee schedules up to a maximum of 2.50% per year. Fees vary based on account size, complexity, and services provided, and may be negotiated.