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
5070 Highway A1A, Suite 250, Vero Beach, FL, 32963
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
Jeannette is a supervision manager for Rehmann Financial, overseeing advisory activity for investment advisor representatives, dedicating full-time hours. She is also an agent for Rehmann Insurance Group, focusing on supervision and best practices of the insurance business, dedicating a few hours per week. Additionally, she is a supervision manager for Rehmann Financial Network, LLC, dedicating a few hours per week.