Investment Supervisory Services
We offer ongoing customized portfolio management services designed to meet your needs.
We create an Investment Policy Statement, which outlines your current situation including income, tax levels, and risk tolerance levels. The Investment Policy Statement is document we continue to use to manage your portfolio and will continue to update it as your circumstances change.
Investment Supervisory Services include, but are not limited to, the following:
- Investment strategy
- Personal investment policy
- Asset allocation
- Asset selection
- Risk tolerance
- Regular portfolio monitoring
The following are the fees charged by Reh Wealth Advisors LLC for services provided:
|Fees for these services will be based on a percentage of Assets Under Management as follows:
|TOTAL ASSETS UNDER MANAGEMENT||ANNUAL FEE|
|$0 – $500,000||1.00%|
|$500,001 – $1,000,000||0.75%|
|$1,000,001 – $2,000,000||0.60%|
|The Account will be charged an annualized asset-based fee (“Asset-Based Fee”) for services described above. As the portfolio value reaches various thresholds, the assets above each threshold may be charged successively lower percentages, and the total Asset-Based Fee is a blended rate based on the total Portfolio Value as of the last business day of the preceding calendar quarter. These fees are negotiable. Fees are paid quarterly in arrears, and clients may terminate their contracts with thirty days’ written notice. Because fees are charged in arrears, no refund policy is necessary. Clients may terminate their accounts without penalty within 5 business days of signing the advisory contract. Advisory fees are withdrawn directly from the client’s accounts with written authorization. Lower fees for comparable services may be available from other sources.|
Please note that the fees are based only the value of the accounts that Reh Wealth Advisors LLC directly manages for you. It does not include other assets that we do not manage such as your home, rental properties, or other assets. So while we provide planning that looks at your entire financial picture and net worth, we only charge for the accounts you have hired me to directly manage. If you have any questions, please do not hesitate asking.