Real Agency Wealth provides continuous investment advice based on individual client needs. They develop investment policies and manage portfolios based on client objectives, risk tolerance, and tax considerations. They primarily advise on stocks, bonds, mutual funds, and ETFs. Real Agency Wealth also offers financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, real estate analysis, retirement planning, risk management, and tax planning strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | Included |
| $600K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.50% |
| $7M+ | 0.40% |
Clients with less than $600,000 in assets under management pay a flat $6,000 annual fee. Immediate family members may have their fees calculated according to the assets they are bringing on, plus the assets in the current client’s portfolio.
