Reale Managed Assets (RMA) offers a service that aims to minimize losses in declining markets and capture gains in rising markets. RMA exchanges client assets between aggressive bond and stock funds and a defensive money market fund within the same mutual fund family or investment product, based on RMA's timing techniques. RMA is not qualified to give tax advice. James A. Reale is the principal owner and sole shareholder of RMA.
Fee Structure
Reale Managed Assets charges an annual fee based on the amount of your portfolio. The fee is:
- 2.5% for amounts between $2,000 and $49,999 (1.5% for municipal bond funds only)
- 2.0% for amounts between $50,000 and $499,999 (1.0% for municipal bond funds only)
- 1.5% for amounts between $500,000 and $999,999 (1.0% for municipal bond funds only)
- 1.0% for amounts over $1,000,000 (1.0% for municipal bond funds only)
Under certain circumstances, RMA may agree to charge clients of a certain Solicitor/Investment Advisor Representative less than its customary rate because of the volume of business referred to, or promised to be referred to RMA. The volume of business typically must exceed $2 million in order for this circumstance to take place.