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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable for clients with assets over $20,000,000.