Risley Sams is a CFP-designated registered investment advisor at Rhs Financial, LLC, based in San Francisco, CA, with 23 years of industry experience. Risley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 4 more. Their firm serves 136 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Subject to a minimum annual fee of $2,500. Fees are negotiable. Multiple accounts from the same client may be aggregated into a household.
Fee Estimator
Location
4171 24th Street, Suite 101, San Francisco, CA, 94114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rhs Financial, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Bear, Stearns & CO. INC.
Citigroup Global Markets INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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