RZH Advisors offers wealth management services, combining financial planning and investment management, for a fee. In some cases, they offer investment management only. They also provide stand-alone financial planning and consulting services, covering investment and non-investment matters like estate and insurance planning. They may also provide financial planning services for people going through a divorce. RZH Advisors may recommend other professionals like attorneys or accountants, but clients are not obligated to use them.
Fee Structure
RZH Advisors offers two main investment management options, both charging a percentage of your portfolio's value each year. The fees are negotiable and may vary based on factors like the amount you invest and the complexity of your situation.
Wealth Management (includes financial planning):
- First $3M: 1.10%
- Next $2M: 0.85%
- Next $5M: 0.60%
- Next $10M: 0.50%
- Over $20M: 0.40%
Investment Management (limited planning):
- First $5M: 0.75%
- Next $5M: 0.50%
- Over $10M: 0.35%
The firm generally requires a minimum asset level of $5,000,000 for wealth management and investment management services.