Rutherford Asset Planning, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Rutherford Asset Planning offers investment management services where they create a strategy to develop client wealth. They manage accounts on a discretionary basis, guided by client objectives and tax considerations. They also offer family office services such as goals funding, cash flow planning, tax planning, estate planning, philanthropy, and catastrophic event planning. For these services, they tailor and price their services for each client on a fixed fee basis.

Assets Under Management$180M
Clients77
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$180M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.50%

Fees are negotiable for clients with assets over $20,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm