Rezny Wealth Management

Rezny Wealth Management (RWM) is a private wealth management firm, in business for over 18 years. RWM offers investment management and wealth planning solutions. RWM is owned by Brian C. Rezny, CFP, with 26 years of investment and investment management experience. We have maintained a leadership role in the investment management and advisory profes... sion by using a proprietary investment methodology. As a Fee-Only investment advisory firm, our revenues are derived solely from fees paid directly to us by our clients. The relationship with our clients is that of a trusted advisor, not a broker or so-called advisor. We maintain a fiduciary responsibility, in working in the best interest of each client, eliminating potential conflicts associated with commissions or proprietary investment products. What are your fees? The fees for separately managed accounts range from 1.5% to 1%, depending on the account size. We charge a management fee based upon a percentage of the total value of the assets we manage. The fee is an annual percentage fee, and is billed quarterly by taking the total value of the managed assets at the beginning of each calendar quarter, and applying one-fourth of that annual percentage fee. We do not receive commissions on transactions and we accept no other forms of compensation from investment product providers or financial institutions.Read More