Phillips Ray Capital Management offers investment advice and portfolio management to clients based on their individual needs. They develop a personal investment policy and manage a portfolio based on the client's goals, risk tolerance, and liquidity needs. They also offer consulting services on specific financial topics like estate planning and retirement planning. Phillips Ray Capital Management manages accounts on a discretionary basis.
Assets Under Management$59M
Clients98
Advisors1
Avg. per Client$610K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.70% |
| $1.5M+ | 0.60% |
The management fee is a blended tier. Minimum account size and fee schedule may be negotiable under certain circumstances. For the Income strategy, the fee is 0.50% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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