REI Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$146,524,212
Clients
21
Advisors
1
of 2 employees
About
REI Wealth Management serves a small group of primarily individual and high‑net‑worth clients along with family entities, foundations, trusts, businesses and, notably, insurance company clients — a client type that is uncommon among peers. The firm offers both discretionary and non‑discretionary portfolio management, financial planning, participant account management for held‑away defined contribution accounts, and a range of family office services.
The firm employs an open‑architecture approach, combining quantitative and qualitative manager due diligence with fundamental, technical and cyclical analysis to build customized asset allocations and investment policy statements. REI uses a mix of mutual funds, ETFs, separate account managers, private funds and structured products and emphasizes thoughtful transition planning that considers taxes, trading costs and market‑timing risks.
Compared with similar small advisory firms, REI is distinctive for the breadth of family office and real‑asset management services it provides and for serving institutional insurance clients in addition to wealthy individuals. The firm also discloses that its principal is licensed to sell insurance products separately and that it relies on a primary institutional custodian and third‑party technology and transition support when delivering custody and execution services.
Client services
Expertise
Occupation focus
Fee options
Project or fixed fees negotiated, ranging from $500 to $10,000 depending on scope
$0 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiated
Commission-based compensation earned by the principal for selling insurance products, separate from advisory fees
Hourly rate of $400 for fixed fee/custom analysis services
Account minimum: $2,000,000 Minimum fee: $5,000 minimum annual advisory fee Fee-only: Advisory fees based on asset management; no commissions on advisory services
Main office
Tampa FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Rei Wealth Management · Rei Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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