Reh Wealth Advisors manages investment portfolios and provides financial planning services for individuals, families, and retirement plan sponsors. Reh Wealth Advisors builds customized investment portfolios tailored to each client's goals and risk tolerance, primarily using passive investment strategies like index mutual funds and exchange-traded funds. In addition to investment management, Reh Wealth Advisors offers comprehensive financial planning covering net worth, cash flow, insurance, retirement, college savings, and estate planning. Clients can work with the firm on an ongoing basis or pay for one-time planning projects and hourly consultations.
Assets Under Management$110M
Clients69
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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% |
Fees are negotiable at the adviser's sole discretion depending on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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