Rea Wealth Management provides ongoing asset management and financial planning services. They gather information about your financial situation, goals, and concerns to develop a customized asset allocation strategy. Rea Wealth manages accounts on a continuous basis, consistent with your investment objectives and risk tolerance. They also offer financial, retirement, education, and estate planning analysis.
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.