Rahlfs Capital provides investment management to private family, trust, estate, partnership and charitable portfolios. Investment strategies are customized and oriented towards cash flow production. Rahlfs Capital may also provide research or advisory counsel on related investments in private equity, real property, business evaluations, digital assets, currency, mineral and commodity markets. Rahlfs Capital also provides investment management to another advisory firm as a sub-advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.55% |
| $15M+ | 0.40% |
Schedule is for all equity and balanced portfolios. All fixed income portfolios have lower rates. Clients almost always negotiate a single fixed percentage rate easily applied to the value on your month-end valuation for ease of audit and understanding, and such rate continues unless renegotiated.