The Rich Group provides financial planning and investment management services to individuals, families, and small businesses. They offer comprehensive financial planning, investment planning, and portfolio management. To use the portfolio management service, clients must first engage The Rich Group for financial or investment planning. The firm uses a strategic asset allocation approach based on efficient markets and diversification.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.42% |
| $2.0M - $4.0M | 0.29% |
| $4.0M - $7.0M | 0.21% |
| $7.0M - $12.0M | 0.14% |
| $12.0M - $20.0M | 0.09% |
| $20M+ | 0.06% |
Fees are subject to negotiation based upon portfolio size and other business considerations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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