R. J. Pickle Financial Services offers investment management, providing recommendations for mutual funds, asset allocation, and portfolio design. Financial planning services include goal setting, data gathering, plan recommendations, implementation, and monitoring. Client goals and risk tolerance guide the recommendations. Rick J. Pickle, a Certified Financial Planner and CPA, personally provides all services.
Assets Under Management$16M
Clients20
Advisors1
Avg. per Client$790K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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