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.
4086 Legacy Parkway, Lansing, MI, 48911-4261
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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 →Colin volunteers as an investment committee member for the First United Methodist Church endowment. This activity requires minimal time and is not investment-related to his advisory business.