Walter J. Reyna, Inc. is an investment management firm that designs, implements, and manages investments for individuals, small businesses, and governmental entities. Reyna offers both discretionary and non-discretionary portfolio management services, tailoring investment advice to meet client needs and objectives. They also provide pension consulting services to employee benefit plans and financial planning services.
Assets Under Management$75M
Clients313
Advisors3
Avg. per Client$240K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $500K | 1.70% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
The firm may charge clients a different fee schedule for portfolios consisting of equity and fixed income securities, to be negotiated on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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