RHS Financial offers asset management and financial planning services tailored to individual client needs. They gather information to understand a client's financial situation and investment goals, allowing clients to set reasonable restrictions on their accounts. Clients receive regular statements and can discuss their accounts with their advisor. The firm also plans to launch a Separately Managed Account (SMA) service for other financial providers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable. Minimum account size is $500,000, subject to a minimum annual fee of $2,500. The minimum fee would increase the maximum percentage rate paid on smaller accounts to more than 1% annualized as shown on the standard fee schedule. However, in no case would the fee exceed 2% per year.