Rezny Wealth Management (RWM) is a fee-only registered investment advisor providing investment management and financial planning services primarily to individuals. RWM focuses on active portfolio management tailored to each client's goals and risk profile, primarily using stocks, bonds, and exchange-traded funds (ETFs). Financial planning services, including retirement, estate, and insurance planning reviews, are available to investment advisory clients at no additional cost.
Assets Under Management$510M
Clients275
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Break points on advisory fees for accounts at Jefferson National and Nationwide will not be combined for break points on other Investment Advisory Accounts. Investment Advisory Accounts are managed separately from sub-accounts in Variable Annuities.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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