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
5800 Gratiot Rd., Suite 201, Saginaw, MI, 48638
Get directionsRegulatory History (2)
Customer Dispute
March 2016Customer Dispute
February 2012Other Business ActivitiesSells Insurance
Joseph works full-time as a financial advisor for Rehmann Capital Advisory Group, providing financial planning and investment advice. He also dedicates a few hours per week to Rehmann Insurance Group, providing insurance based on client needs, and minimal time as a registered rep for Rehmann Financial Network LLC, referring customers to Royal Alliance & Associates.