Risley Capital Management offers investment management and consulting services. For investment management, they create and manage portfolios based on a client's individual needs, goals, risk tolerance, and time horizon. They manage accounts on a discretionary or non-discretionary basis. Consulting services are tailored to a client's goals and objectives and contracted individually.
Assets Under Management$160M
Clients160
Advisors1
Avg. per Client$1M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $499K | 1.25% |
| $499K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.80% |
Fee schedule is for equities and balanced portfolios. For fixed income portfolios: $50,000–$500,000: 1.00%; $500,001–$1,000,000: 0.75%; $1,000,001–$1,500,000: 0.70%; $1,500,001–$2,000,000+: Negotiated Rate. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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