Robert Harrell Incorporated (RHI) is a registered investment advisor offering investment consulting and supervisory services. RHI works with high-net-worth individuals, family offices, banks, and employee benefit plans. RHI provides services such as portfolio manager selection, asset allocation, performance evaluation, and daily monitoring of investment activity. RHI aims to help clients understand their risk levels and achieve higher risk-adjusted returns.
Assets Under Management$890M
Clients67
Advisors6
Avg. per Client$13M
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable, especially for smaller accounts or limited services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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