Rehmann International Wealth Management manages investment portfolios and provides financial consulting services for individuals. Operating from Coral Gables, Florida, the registered investment advisor builds customized investment strategies based on each client's specific goals, risk tolerance, and time horizon. Rehmann International Wealth Management manages accounts on a non-discretionary basis, meaning they make recommendations but require client approval before executing trades. In addition to ongoing portfolio management, the firm offers consulting services covering financial goal setting and investment analysis. The team utilizes fundamental and technical analysis, along with long-term and short-term purchasing strategies, to manage client wealth.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.50% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.50% |
Fees are negotiable on a client-by-client basis. The firm may group related accounts to meet minimum requirements.