REIF Portfolio Management offers ongoing portfolio management services based on a client's Investment Policy Statement, which outlines investment objectives, risk tolerance, time horizon, and other factors. REIFPM creates tactical model portfolios that are actively managed and can be traded frequently. REIFPM may also refer clients to unaffiliated third-party money managers. REIFPM also provides discretionary investment management services for 529 plans.
Assets Under Management$28M
Clients8
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$28M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50M+ | 0.50% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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