Assets Under Management
$30.0M
Number of Clients
65
Number of Advisors
1
Average Client AUM
$462K
AUM per Advisor
$30.0M
Compensation
Fee-Only (AUM)
RGHA offers investment management services to individuals, focusing on balancing investments with their values. They provide financial guidance through planning, selecting, and monitoring investments to meet clients' financial and social objectives. They primarily utilize corporate bonds, government agency securities, municipal obligations, mutual funds, ETFs, and individual stocks.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees on assets in excess of $5,000,000 are negotiable.
7100 SW Hampton St, Suite 202, Portland, OR, 97223