Richard Young Advisors (RYA) provides asset allocation among mutual funds and ETFs, along with financial planning, typically retirement and tax planning. RYA constructs portfolios designed to deliver a targeted return above inflation while minimizing volatility, adhering to modern portfolio theory. They use funds that represent 8 to 12 asset classes, including international stocks, and weight portfolios toward Small, Value, and Profitability stocks. RYA tailors services to individual client needs and can customize portfolios.
Assets Under Management$1.2B
Clients1,940
Advisors8
Avg. per Client$620K
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 0.85% |
| $1.0M - $4.0M | 0.65% |
| $4M+ | 0.50% |
Management fees are negotiable and may be discounted.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...