R.A.I. Financial Services offers personalized financial planning and investment management. They help clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. R.A.I. Financial Services is a fee-only firm, meaning they don't sell financial products or receive commissions. They act as a fiduciary, legally required to act in your best interest.
Assets Under Management$9.4M
Clients99
Advisors1
Avg. per Client$95K
Avg. per Advisor$9.4M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable. A $50 account maintenance fee is charged semi-annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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