Remy Investors & Consultants, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

ReMY Investors & Consultants offers consulting services to high-net-worth individuals and families, including determining investment objectives, creating asset allocation plans, selecting appropriate managers, and monitoring performance. ReMY also manages investment partnerships, investing in hedge funds, managed accounts, and private equity deals. ReMY provides continuous advice regarding investments based on the individual needs of a client.

Assets Under Management$850M
Clients27
AdvisorsN/A
Avg. per Client$32M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

ReMY may also receive a performance fee or allocation of up to 20% of net profits (including, in certain cases, both realized and unrealized gains and losses), typically only if the account exceeds a benchmark return.

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

0 Advisors at this firm

No advisors found for this firm.