Reyna Capital Advisors offers investment management services where they manage your investments based on your goals, timeline, and risk tolerance. They also offer financial planning services, including retirement planning, education funding, and insurance analysis. Clients are not required to implement financial planning recommendations through ReynaCap.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.20% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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