Rex Management LLC provides investment management services to individuals, including IRA accounts. Donald H. Rex, Jr. is the sole employee and is responsible for all advisory services. Investments are limited to stocks, bonds, and cash. Rex Management does not sell stocks short or deal in options. The firm manages accounts on a discretionary basis, but clients can participate in the investment process.
Assets Under Management$12M
Clients20
Advisors1
Avg. per Client$600K
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $200K | 1.00% |
| $200K - $500K | 0.90% |
| $500K+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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