Raleigh Investment Advisors provides investment management services to individuals. The firm uses mutual funds, stocks, bonds, Certificates of Deposit, Exchange Traded Funds, and money markets. Individual stocks are purchased if the client instructs Raleigh Investment Advisors to do so. The firm's investment strategy considers factors such as age, family data, income, debt, health, insurance, job security, risk tolerance, and retirement date.
Assets Under Management$25M
Clients42
Advisors1
Avg. per Client$600K
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | Included |
No fee is charged on holdings over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...