Rx Investment Solutions offers investment advice and services tailored to each client's objectives and risk tolerance. Services include asset management, financial planning, retirement plan consulting, and selection of third-party investment advisors. The firm creates portfolios of individual stocks, bonds, exchange-traded funds, and mutual funds. Financial planning covers personal planning, tax and cash flow, insurance, retirement, investment, and estate planning.
Fee Structure
Rx Investment Solutions offers investment management services with fees based on the amount of your portfolio. There are two pricing options:
Bundled Pricing (no transaction fee account):
- Fees are all-inclusive for management, custody, trade execution, and administrative services.
- $0 - $249,999.99: 1.50%
- $250,000 - $499,999.99: 1.50%
- $500,000 - $999,999.99: 1.50%
- $1,000,000 - $1,999,999.99: 1.25%
- $2,000,000 - $4,999,999.99: 1.25%
- $5,000,000 - $24,999,999.99: 1.00%
- Over $25,000,000: 1.00%
Non-Bundled Pricing (transaction fee account):
- $0 - $999,999.99: 1.50%
- $1,000,000 - $1,999,999.99: 1.25%
- $2,000,000 - $4,999,999.99: 1.25%
- $5,000,000 - $24,999,999.99: 1.00%
- Over $25,000,000: 1.00%
Fees are negotiable and are debited from your account quarterly, in advance.