Reverie Wealth offers financial planning and investment management services. Financial planning covers areas like cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investments, retirement, risk management, and tax strategies. Investment management involves creating and managing portfolios based on a client's goals, risk tolerance, and tax considerations, primarily using stocks, bonds, mutual funds, and ETFs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1.0% excluding 401(k) accounts, minimum fee of $500/year. 1.0% including 401(k) accounts, minimum fee of $1,000/year. When an Outside Manager is used, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
