Rewey Asset Management

Fee-Only (% of Portfolio)Fixed/Hourly

Rewey Asset Management is a registered investment advisor based in Spring Lake, New Jersey, providing portfolio management and financial planning services primarily to individuals, high net worth individuals, trusts, and estates. The firm focuses on producing consistent capital appreciation by trading exchange-traded equity securities and bonds on a discretionary basis. Rewey Asset Management tailors its investment strategies to meet each client's specific return objectives, risk tolerance, and investment constraints, utilizing approaches such as fundamental, technical, cyclical, and quantitative analysis. The firm operates as a fiduciary, meaning they are legally required to act in your best interest. In addition to investment management, Rewey Asset Management offers financial planning services on an hourly or fixed-fee basis, with ongoing planning fees sometimes charged as a percentage of your portfolio.

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

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard annual fee is 1%, billed quarterly in advance. All fees are negotiable at the firm's discretion, 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