Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rehmann Wealth charges an annual fee based on a percentage of assets managed, assessed quarterly in advance. Fees vary between 0.00% and 2.50% based on the value of assets, the advisor, the type of service, and the client's relationship with the advisor. Financial planning and consulting services are offered for fixed or hourly fees (up to $1500/hour), or via a quarterly retainer. Some advisors may have minimum account sizes or quarterly fees. Fees may be negotiable on a case-by-case basis.
Areas of Practice
Advisor Information
Office location
4086 Legacy Parkway, Lansing, MI, 48911-4261
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a registered representative with Rehmann Financial Network, a financial advisor with Rehmann Capital Advisory Group, and a licensed producer with Rehmann Insurance Group, all starting in July 2023. He dedicates full-time hours to the first two roles and about a quarter of his time to the insurance group.