REWealth Financial Planning manages investment portfolios and offers financial planning on topics like retirement, risk management, college savings, and estate planning. They offer ongoing comprehensive planning, a financial wellness program, and project-based planning. REWealth also provides seminars and speaking engagements.
Assets Under Management$1.2M
Clients6
Advisors1
Avg. per Client$200K
Avg. per Advisor$1.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
The annual fees are negotiable and are prorated and paid in arrears on a quarterly basis. Total asset management fees will not exceed 3% of AUM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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