Risk Management Advisory Services (RMAS) offers continuous investment advice based on individual client needs. They develop a personal investment policy and manage a portfolio based on client objectives, time horizons, risk tolerance, and liquidity needs. RMAS manages accounts on a discretionary basis and may recommend variable life insurance, variable annuities, and mutual fund shares.
Assets Under Management$82M
Clients105
Advisors2
Avg. per Client$780K
Avg. per Advisor$41M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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