We are excited to announce our latest service offering for new and existing clients of Reilly Financial Advisors (RFA), called FeeX.
FeeX is a software system that will allow RFA to review, trade, reallocate, and rebalance accounts such as your Aramco Savings Plan at Vanguard.
In addition to allowing RFA to take care of deciding what asset allocation is correct for you and which mutual funds you should be invested in, engaging RFA through FeeX will also allow you to take advantage of RFA’s full suite of wealth management services offered to clients at no additional cost (including tax planning, financial planning, an insurance analysis, etc.).
Based on a 2014 joint study published by Aon Hewitt and Financial Engines, professionally managed 401(k)s produced 3.32% higher returns, net of fees1—and this difference can have a meaningful impact over time.
When you use FeeX, RFA will never be able to see your login credentials through the platform, your account always remains your own, you can continue to log in and update account features, and we will not have the ability to change your address, request any distributions from your account, update beneficiaries, or open any new accounts on your behalf.
If you would like to discuss how FeeX may enhance your portfolio, contact Mark Shane at +966 56 641 0190 or [email protected]. If you are not yet a client of RFA, Mark can also provide you with a complimentary portfolio analysis to ensure you are better informed to make future investment decisions.
We look forward to speaking with you!
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Reilly Financial Advisors (RFA), or any non-investment related services will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.