Rehmann Wealth
Assets Under Management
$4.3B
Number of Clients
2,803
Number of Advisors
36
Average Client AUM
$1.5M
AUM per Advisor
$118.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Rehmann Wealth provides a full suite of wealth management services, including investment management, financial planning, estate planning, wealth transfer, and business succession planning. They offer both discretionary and non-discretionary investment advisory services and manage assets for retirement plans. Clients can impose reasonable restrictions on investments.
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
Location
4086 Legacy Parkway, Lansing, MI, 48911-4261