Rene J. Neyrey offers investment advisory services, creating customized portfolios based on each client's financial situation and goals. Clients can set restrictions on investments. Rene J. Neyrey contacts clients annually to review their accounts and investment needs. Clients receive regular statements from Charles Schwab, the brokerage firm and custodian. Clients retain ownership rights of their securities and funds.
Assets Under Management$7.4M
Clients18
Advisors1
Avg. per Client$410K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...