R.H. Investment Group, LLC

Fee-Only (% of Portfolio)

R.H. Investment Group (RHIG) offers investment management services to clients. RHIG works with clients to determine their investment objectives and then allocates assets accordingly. Clients can place reasonable restrictions on RHIG's services in writing. RHIG does not participate in wrap fee programs.

Assets Under Management$240M
Clients35
Advisors1
Avg. per Client$6.8M
Avg. per Advisor$240M

Fee Structure

Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.00%
$1.0M - $2.0M0.85%
$2M+0.75%

R.H. Investment Group may reduce its investment management fee and/or reduce or waive its minimum asset requirement based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

R.H. Investment Group, LLC | TrueAdvisor