RIA Advisors manages investment portfolios and provides financial planning services. Financial planning covers budgeting, investment strategy, insurance review, tax planning, and estate planning. RIA Advisors also offers subadvisory services to other advisors and plan services to tax-qualified employee retirement plans. RIA Advisors may recommend Securities Backed Line of Credit (SBLOC) / Non-Purpose Loans through a third-party bank.
Assets Under Management$1.5B
Clients1,193
Advisors13
Avg. per Client$1.3M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$15K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.90% |
Fees are calculated on an incremental basis and are subject to change with 30 days written notice. Actual fees charged can be less than those set out above based upon pre-existing relationships, assets under management and other factors relevant to an engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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