Dba/rankin Capital Investment Management

Fee-Only (% of Portfolio)Fixed/Hourly

Rankin Capital Investment Management offers investment management services to individuals, individual retirement accounts, trusts, estates, family limited partnerships, and LLCs. Services include determining financial objectives, identifying financial problems, cash flow management, and investment management. Rankin Capital Investment Management is a fee-only firm and does not sell commissioned products.

Assets Under Management$23M
Clients6
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$23M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm