Reh Wealth Advisors provides investment management and financial planning services. Investment management is tailored to client goals and risk tolerance, with rebalancing as needed. Clients can choose discretionary or non-discretionary management. Financial planning involves working with a planner to develop and implement a plan, covering various areas of analysis. Reh Wealth Advisors also offers employee benefit plan services to employer plan sponsors.
Assets Under Management$110M
Clients69
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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