Rutherford Investment Management offers ongoing portfolio management tailored to each client's unique financial situation and goals. They manage investments on a discretionary basis, meaning they can buy and sell securities without asking for permission each time. Rutherford Investment Management primarily recommends stocks, bonds, mutual funds, and exchange-traded funds. They also manage a collective investment trust fund for employer-sponsored retirement plans.
Assets Under Management$250M
Clients65
Advisors4
Avg. per Client$3.8M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.25% |
| $25.0M - $50.0M | 1.00% |
| $50M+ | 0.75% |
Fees may be negotiable in certain limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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