Runey & Associates Wealth Management offers investment advice tailored to individual client needs. They provide portfolio management, which includes financial planning services. They may invest client assets according to model portfolios. They may also leverage an Order Management System through Pontera to implement tax-efficient asset location and rebalancing strategies on behalf of the client in held away accounts. Financial planning involves providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee covers investment management and financial planning services. It makes sense to have at least $1,000,000 of assets under management to receive the most value from this program. The advisory fee is negotiable, depending on individual client circumstances.