Leonard Rickey Investment Advisors offers comprehensive financial planning, consulting, and investment management services. Founded in 1992 and based in Yakima, Washington, Leonard Rickey Investment Advisors helps clients build customized portfolios using mutual funds, exchange-traded funds, and individual stocks and bonds. The firm also assists with retirement planning, tax strategies, estate planning, education savings, and insurance analysis. Leonard Rickey Investment Advisors tailors its services to each client's specific goals and risk tolerance, working with individuals, families, trusts, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $9.0M | 0.30% |
| $9M+ | 0.50% |
Fees are negotiable. Assets of multiple family members are typically aggregated to calculate fee rates. Subject to a $1,200 minimum annual fee.
