Reyes Financial Architecture (RFA) offers investment management, personalized financial planning, and consulting services. RFA works with individuals, trusts, estates, and small businesses. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, retirement planning, and estate planning. RFA's representatives also sell annuities and insurance products.
Assets Under Management$160M
Clients160
Advisors4
Avg. per Client$980K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.45% |
| $500K - $1.5M | 1.95% |
| $1.5M - $2.5M | 1.75% |
| $2.5M+ | 1.50% |
Fees can be negotiated at the sole discretion of RFA.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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