REI Wealth Management offers investment advice and portfolio management services, both with and without discretion, to individuals, businesses, and institutional clients. REI's services include designing portfolios, executing investment strategies, and monitoring performance. They also offer family office services such as personal accounting, tax planning, and estate planning. REI uses fundamental, technical, and cyclical analysis to make investment decisions.
Assets Under Management$160M
Clients25
Advisors1
Avg. per Client$6.5M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.40% |
Fees over $15 million are negotiated. For fixed income only accounts: - First $5 million: 0.40% - Next $5 million (up to $10 million): 0.30% - Assets over $10 million: 0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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