Assets Under Management
$4.3B
Number of Clients
2,803
Number of Advisors
36
Average Client AUM
$1.5M
AUM per Advisor
$118.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Rehmann Wealth provides investment advisory services, including investment management, financial planning, estate planning, wealth transfer, and business succession planning. They offer both discretionary and non-discretionary services. Clients sign an Investment Advisory Agreement and a custodial agreement. They determine client's investment objectives and allocate assets accordingly, providing ongoing supervision.
4086 Legacy Parkway, Lansing, MI, 48911-4261