Rational Frontier Advisors (RFA) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. RFA creates an Investment Policy Statement for each client to guide investment decisions. RFA primarily invests in mutual funds, equities, fixed income, ETFs, and covered call options. Clients can impose restrictions on investments, but RFA may terminate the relationship if the restrictions hinder their ability to properly service the account.
Assets Under Management$2.2M
Clients1
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Rational Frontier Advisors charges a fee based on the value of your investments. The fee is calculated as follows for stocks and fixed income:
- First $50,000: $1,000 plus 1.00% of the amount over $1
- $50,001 - $500,000: $1,500 plus 0.50% of the amount over $50,001
- $500,001 - $5,000,000: $4,000 plus 0.25% of the amount over $500,001
- $5,000,001 - $10,000,000: $16,500 plus 0.20% of the amount over $5,000,001
- Over $10,000,000: $36,500 plus 0.10% of the amount over $10,000,000
For derivative instruments, the fees are:
- First $50,000: $2,500 plus 2.50% of the amount over $1
- $50,001 - $500,000: $3,750 plus 2.25% of the amount over $50,001
- $500,001 - $5,000,000: $15,000 plus 2.00% of the amount over $500,001
- $5,000,001 - $10,000,000: $115,500 plus 1.75% of the amount over $5,000,001
- Over $10,000,000: $290,000 plus 1.50% of the amount over $10,000,000
These fees are negotiable.
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