Ritter Daniher Financial Advisory (RDFA) provides wealth management services, including financial planning and investment management. RDFA assists with goals identification, investment selection, retirement planning, college planning, insurance planning, tax minimization, estate planning, wealth transfer, charitable giving, and cash flow planning. RDFA also offers "financial concierge" services such as coordination of external advisors, trust consulting, mortgage finance planning, and family meetings.
Assets Under Management$610M
Clients423
Advisors11
Avg. per Client$1.4M
Avg. per Advisor$55M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. Certain assets may be carved out from the fee calculation if they are valued at over $100,000 and are at least 10% of client's assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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