Rather & Kittrell (RKI) provides investment advice and financial planning to individuals and families. RKI offers wealth management services, including discretionary and non-discretionary portfolio management. They also offer financial planning services covering budgeting, tax planning, retirement planning, and estate planning. RKI can also provide consulting services on specific financial concerns. RKI also offers retirement plan services to employer-sponsored plans.
Assets Under Management$1.9B
Clients1,133
Advisors18
Avg. per Client$1.6M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees negotiable for amounts over $25,000,000. RKI may adjust a client's fee related to cash holdings in a portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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