RK Asset Management offers investment management services, focusing on long-term capital growth through investments in common stocks. They manage concentrated stock portfolios and require discretionary authority to make trades without client approval for each transaction. RK Asset Management also acts as a sub-advisor for Morgan Stanley and Wells Fargo clients.
Assets Under Management$110M
Clients81
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.50% |
Clients with agreements prior to January 2014 may have different fee schedules. Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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