Rea Financial is a registered investment advisory firm based in Orlando, Florida, providing ongoing asset management and financial planning services. The firm builds customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, variable annuities, real estate investment trusts, and options. Rea Financial also assists clients with financial planning areas such as retirement planning, tax strategies, asset allocation, budgeting, education planning, insurance analysis, and estate planning. Advisory services are tailored to each client's individual financial situation, risk tolerance, and goals, with accounts held at an independent qualified custodian. The firm may also utilize third-party money managers and turnkey asset management programs to offer specialized model portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable based on total assets under management.