Risley Capital Management charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the size of your portfolio and the types of investments (stocks/balanced vs. fixed income).

For Equities and Balanced Portfolios:

• $50,000 – $499,000: 1.25%
• $500,000 – $999,999: 1.00%
• $1,000,000 – $2,499,999: 0.95%
• $2,500,000 – $4,999,999: 0.90%
• $5,000,000 – $9,999,999: 0.85%
• $10,000,000+: 0.80%

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

A minimum of $50,000 is required to use this service, but this may be negotiable.