Reap in Wealth Management, LLC
Assets Under Management
$33.3M
Number of Clients
283
Number of Advisors
5
Average Client AUM
$118K
AUM per Advisor
$6.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
REAP In Wealth Management provides personalized financial planning and access to third-party portfolio management. Services include financial objective determination, problem identification, cash flow management, tax planning, insurance review, investment portfolio management, education funding, retirement, and estate planning.
Fee Structure
Fees are based on a percentage of assets under management, hourly charges, or fixed fees. The total fee charged by the firm and any third-party manager will not exceed 3% of assets under management. If a client has over $1,000,000 in assets being managed, the firm will charge 1% on their portfolio. Financial planning is offered on an hourly or fixed-fee basis, paid in two installments. Estate planning services are available through referrals to a licensed attorney.
Areas of Practice
Location
FL, United States