Ronald J Rich Financial Advising (RJRFA) offers investment supervisory and financial planning services to individuals, trusts, and pension plans. RJRFA uses client financial goals and risk assessments to develop investment plans and strategies. RJRFA manages assets on a discretionary basis.
Assets Under Management$9.5M
Clients13
Advisors1
Avg. per Client$730K
Avg. per Advisor$9.5M
Fee Structure
Investment management only (planning not offered)
Ronald J Rich Financial Advising charges either hourly fees, a percentage of the assets managed, or a fixed monthly fee. Here's how the fees work for standard accounts:
- Up to $20,000: $30 per month
- $20,001 to $75,000: 1.75% per year
- $75,001 to $500,000: 1.25% per year
- $500,001 to $1,000,000: 1.125% per year
- Over $1,000,001: 1.00% per year
For retirement and educational savings accounts, the fees are:
- Up to $20,000: $25 per month
- $20,001 to $75,000: 1.5% per year
- $75,001 to $250,000: 1.00% per year
- $250,001 to $500,000: 0.75% per year
- Over $500,001: 0.5% per year
Fees are billed at the beginning of each quarter for the prior quarter. Discounts may be available based on client circumstances.
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