Rewey Asset Management

Fee-Only (% of Portfolio)Fixed/Hourly

Rewey Asset Management offers investment advice and manages portfolios for individuals, high net worth individuals, trusts, and estates. They aim for consistent capital appreciation by trading exchange-traded equity securities and bonds. Services are tailored to each client's investment goals, and Rewey Asset Management generally has the authority to make investment decisions without consulting clients.

Assets Under Management$76M
Clients25
Advisors1
Avg. per Client$3M
Avg. per Advisor$76M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable, and larger accounts may receive a discounted rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm

Rewey Asset Management | TrueAdvisor