Rhame & Gorrell Wealth Management provides financial planning, consulting, and investment management services to individuals, corporations, and business entities. They manage investments using mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, and options. They also use internal investment models through their Tactical Asset Allocation Program (TAAP). Rhame & Gorrell tailors its services to each client's needs and objectives, considering their financial situation, risk tolerance, and time horizon.
Assets Under Management$1B
Clients699
Advisors16
Avg. per Client$1.4M
Avg. per Advisor$63M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.30% |
| $1.0M - $1.5M | 1.05% |
| $1.5M - $2.5M | 0.95% |
| $2.5M - $3.5M | 0.85% |
| $3.5M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $15.0M | 0.65% |
| $15M+ | 0.55% |
Fees may be negotiable. Minimum quarterly fee of $1,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...