RINO INVEST Wealth Management provides financial planning services covering investment, insurance, tax, retirement, college, and debt/credit planning. They also offer educational seminars and workshops. While they generally recommend mutual funds, real estate funds, equities, and ETFs, they primarily focus on real estate investments. The firm tailors plans to individual client needs and may use model allocations, but reserves the right to end the relationship if client restrictions prevent proper service.
Fee Structure
RINO INVEST Wealth Management offers ongoing financial planning services for a fixed annual fee between $400 and $10,000, depending on the package selected. These fees are paid monthly or quarterly in advance. Clients can terminate the agreement with a full refund within five business days of signing.
RINO INVEST Wealth Management offers financial planning services at an hourly rate of $149. Hourly fees are paid 100% in advance. Clients can terminate the agreement with a refund of the balance of fees collected in advance minus the hourly rate times the number of hours of work completed.