Ramsay, Stattman, Vela & Price (RSVP) offers ongoing investment advice and manages investment portfolios for clients based on their individual needs and goals. RSVP works with individuals, high net worth individuals, trusts, estates, corporations, banks, and retirement plans. RSVP creates a personal investment policy for each client and manages their portfolio accordingly. They primarily recommend exchange-listed securities, over-the-counter securities, foreign stocks, corporate debt, certificates of deposit, municipal securities, mutual funds, and U.S. government securities.
Assets Under Management$780M
Clients404
Advisors5
Avg. per Client$1.9M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.70% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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