Richard Ney & Associates offers investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and business entities. They provide advice through consultations and written communications, covering financial objectives, problems, tax planning, investment management, and retirement planning. Richard Ney & Associates is a fee-only firm and does not sell commissioned products or accept commissions or finder's fees. Clients maintain asset control, and Richard Ney & Associates places trades under a limited power of attorney.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above based upon certain criteria (e.g., historical relationship, type of assets, anticipated future additional assets, dollar amounts of assets to be managed, and related accounts, etc.).