Remington Wealth Management offers investment advisory services, focusing on investment education, equity and fixed income research, and market analysis. Remington researches various securities, including stocks, Exchange Traded Funds, and bonds. They may recommend reallocating investments to diversify portfolios and manage risk. Remington does not take custody of client funds or securities. The firm's owner is also involved in selling life and health insurance products.
Assets Under Management$15M
Clients4
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 1.50% |
| $10K - $200K | 1.25% |
| $200K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.40% |
Fees may be negotiable under unusual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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