NCU Investment Solutions offers personalized investment management and financial planning services. They manage investments on a discretionary or non-discretionary basis, using model portfolios that can be customized. Financial planning is included with investment management, covering areas like cash flow, estate planning, and insurance. They also offer financial planning as a separate service. NCU Investment Solutions may use sub-advisors and partners with DPL Financial Partners for insurance and annuity solutions.
Assets Under Management$59M
Clients51
Advisors5
Avg. per Client$1.2M
Avg. per Advisor$12M
www.rfinancialgroup.com ·www.linkedin.com/company/randall-financial-grou... ·www.facebook.com/themoneypros/?ref=bookmarks
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.40% |
| $100K - $500K | 0.90% |
| $500K+ | 0.75% |
Fees are negotiable based on several factors. Clients with less than $20,000 may pay a flat annual fee of at least $250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...