Rainey Asset Management is a registered investment advisor that refers clients to third-party money managers like Matson Money, Inc. Rainey helps clients complete paperwork, updates the money manager with client information, and reviews quarterly statements. Rainey also offers portfolio analysis for a one-time fee. Rainey does not directly manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
- Portfolio Analysis - $500 upfront fee, which may be reduced or waived at Rainey Asset Management's discretion. Clients may cancel within five business days with no obligation. If a client cancels after five business days, any prepaid unearned fees will be refunded.
One-Time Plan:$500
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