Reality Financial Planning Services provides financial planning and investment management services to individuals, families, and other clients. Financial planning covers areas like cash flow, risk management, education funding, retirement, tax, and estate planning. Investment management involves ongoing portfolio management tailored to the client's objectives and risk tolerance. The firm acts as a fiduciary, prioritizing client interests.
Assets Under Management$120M
Clients208
Advisors2
Avg. per Client$560K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $750K | 0.60% |
| $750K - $1.0M | 0.50% |
| $1M+ | 0.30% |
Pre-existing accounts may have a different asset-based fee per prior agreement. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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