Advisor at Rewey Asset Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rewey Asset Management
Location
Spring Lake, NJ
Credentials
CFA®, Series 63
Industry experience
7 years
Robert Rewey is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Rewey Asset Management and previously worked at Advisory Services Network, LLC and Third Avenue Management. Rewey Asset Management provides discretionary investment advice and portfolio management primarily to individuals, trusts, and estates, including high-net-worth clients. The firm employs a range of investment approaches using individual equities and fixed-income instruments, manages a relatively concentrated asset base, and offers specialized services such as a Life Sciences Program and written investment policy statements for foundations and nonprofits.
Financial planning fixed fees ranging from $1,000 to $40,000 per plan
1% annually, billed quarterly in advance
Financial planning hourly fees ranging from $150 to $400 per hour
Fee-only: 1% annually for portfolio management; financial planning fees charged hourly ($150-$400/hour) or fixed fee ($1,000-$40,000 per plan)
Spring Lake, NJ
New Jersey
Advisory Services Network, LLC
2018 - 2021 (3 years)
Rewey Asset Management, LLC
2017 - Present (9 years)
Third Avenue Management
2014 - 2017 (3 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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