Rainey & Randall Wealth Advisors offers financial solutions including portfolio management using ETFs and mutual funds, and financial planning tailored to your lifestyle choices. They help clients define true wealth based on their values and goals, not just asset accumulation. Financial planning covers areas like family records, education, taxes, survivor planning, estate, retirement, investments, real estate, and insurance.
Assets Under Management$820M
Clients318
Advisors4
Avg. per Client$2.6M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.35% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.20% |
Fees may be negotiable within each tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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