Rehmann Financial Review


Trust Score 92%
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Rehmann Financial, federally registered in 2005, is a Registered Investment Advisor (RIA) in 26 state(s) with a licensed staff of 35 advisors. Rehmann Financial manages $3.9 billion and provides investment advisory services for 2,588 clients (1:74 advisor/client ratio).

Annual fees will vary between 0.00% and 2.50%.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 74 clients (industry average 1:50)
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Annual fees will vary between 0.00% and 2.50%.
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $1,503,863
Hybrid Advisor Yes
Disciplinary History No
Total AUM $3.9 billion
Advisor / Client Ratio 1:74
Headquarters 4086 Legacy Parkway Lansing, MI 48911-4261
SEC Filings Forms and Brochures


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