Rainey Wealth Management offers investment management services, creating and managing portfolios based on clients' goals and risk tolerance. They also provide a Portfolio Second Opinion service, offering an independent review of existing portfolios and strategies. Additionally, they offer a One Time Portfolio Checkup service. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, retirement planning, risk management, and tax planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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