Raffa Investment Advisers offers investment advice and portfolio management to individuals, nonprofits, foundations, institutions, and retirement plans. Raffa provides ongoing supervision of client accounts, retirement plan consulting, and investment consulting services. Investment advice is tailored to each client's needs and objectives. Raffa primarily invests in mutual funds and exchange-traded funds. They may recommend third-party managers like Parametric and Breckenridge.
Fee Structure
Raffa Investment Advisers charges a percentage of the value of your investments each year. The exact fee is negotiable, with a maximum of 1.25%. The fee is calculated based on the market value of your account at the end of each quarter.
For clients who want Raffa to include accounts not managed by them in reports, there is an additional fee of up to 0.50% of the value of those accounts, or a flat fee of up to $2,500 per quarter. This fee may be waived at Raffa's discretion.