Responsible Asset Management (RAM) offers investment management services to individuals and institutions, using a disciplined process to balance risk and opportunity. RAM creates diversified investment strategies tailored to client needs, including stocks, bonds, exchange-traded products, and mutual funds. RAM assesses client risk profiles to recommend suitable investment strategies, reviews accounts regularly, and provides quarterly performance reports. RAM offers Traditional and ESG model portfolios.
Assets Under Management$41M
Clients112
Advisors2
Avg. per Client$360K
Avg. per Advisor$20M
www.linkedin.com/in/nate-cline-38a369157 ·www.instagram.com/responsible_asset_management ·www.ramtrf.com
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. The above management fee schedule will not be applied until a minimum of $5000 is met.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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