Reign Wealth Logic offers financial planning services covering investment, retirement, insurance, tax, and education planning. They also refer clients to third-party money managers like Orion Portfolio Solutions for investment management. Reign Wealth Logic assists clients in identifying their risk tolerance and investment objectives and acts as a communication link between clients and the third-party money manager. They do not have trading authority over accounts managed by third parties.
Assets Under ManagementN/A
Clients99
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.15% |
Fees may be negotiable. Firm can offer a flat asset management fee of up to 2.5% if it is in the client's best interest. These fees are paid to the third-party manager, who then pays Reign Wealth Logic a portion of the fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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