Review Services, Inc. (RSI) offers both consulting and asset management services. Consulting includes financial and retirement planning, estate planning, insurance, taxes, and investment strategies. Asset management is offered on a non-discretionary basis, where RSI helps clients define their investment objectives and manages assets accordingly. RSI believes in a long-term buy-and-hold policy.
Assets Under Management$190M
Clients171
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$63M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may vary from client to client and are negotiable in isolated circumstances.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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