Rex Consulting is a registered investment advisor located in Seven Fields, Pennsylvania. The firm provides customized wealth management services to individuals and high net worth individuals, combining discretionary investment management with comprehensive financial planning. Rex Consulting primarily builds portfolios using exchange-traded funds, low-cost diversified mutual funds, individual stocks, and bonds tailored to each client's specific goals, time horizon, risk tolerance, and financial situation. The firm follows a long-term fundamental analysis investment strategy while monitoring economic indicators. In addition to portfolio management, Rex Consulting offers financial planning covering retirement, investments, savings, education, and insurance needs. The firm generally requires a minimum relationship size of $500,000 in investable assets. Rex Consulting operates as a fiduciary, meaning the firm is legally required to act in your best interest. The principal owner also operates an affiliated insurance agency, which presents a conflict of interest if insurance products are recommended.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable at the sole discretion of the firm. Aggregate assets under management with the firm are taken into consideration.