Reinking Financial Consulting (RFC) provides investment management based on individual client needs, including developing a personal investment policy. RFC also offers retirement plan consulting services, including investment policy statement preparation, investment vehicle selection, performance monitoring, and employee communications. RFC provides financial planning services, including a written report to help clients achieve their financial goals. Implementation of financial plan recommendations is at the client's discretion.
Assets Under Management$62M
Clients83
Advisors1
Avg. per Client$750K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable for accounts over $10M. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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