Jill Israel is a registered investment advisor at Rea Wealth Management, based in Lima, OH, with 20 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 938 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rea Wealth Management's fees are calculated as a percentage of the market value of your account at the end of each calendar quarter. Fees are negotiable and may differ based on the type and size of the account. Rea Wealth generally offers two types of fee schedules: a fixed schedule and a blended fee schedule. You will also pay fees for custodial services, account maintenance, and transactions.
Fixed Schedule:
- $0 to $1,000,000: 1.50%
- $1,000,001 to $2,000,000: 1.10%
- $2,000,001 or more: 1.00%
Blended Schedule:
- Fee schedule identifies specific portions of the account value to be charged at different fee rates. The total value of the account is compared against this schedule and based on the account size; the different fee rates are blended to determine the total account fee for that period.
Location
2579 Shawnee Road, Lima, OH, 45806
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jill co-owns Axis Properties, LLC, a residential rental property in Columbus, OH, and sells fixed insurance. She dedicates minimal time to the rental property and about 10% of her time to fixed insurance sales.
Employment History
Current Registrations
Rea Wealth Management
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Unified Financial Securities, INC.Broker
Huntington Financial Advisors
The Huntington Investment CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.