Rheeco offers customized investment management, financial planning, and consulting services to individuals, high net worth individuals, trusts, estates, and small businesses. Rheeco acts as a fiduciary, prioritizing client interests and mitigating conflicts of interest. Investment strategies are long-term focused, using ETFs, mutual funds, individual equities, and fixed income securities. Financial planning covers investment, retirement, estate, tax, education, and insurance planning.
Assets Under Management$120M
Clients318
Advisors2
Avg. per Client$370K
Avg. per Advisor$60M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of Rheeco.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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