RHS Financial is a registered investment advisor based in San Francisco, California, offering asset management and financial planning services. RHS Financial builds diversified portfolios using asset allocation strategies and fundamental analysis. The firm creates customized financial plans covering retirement, taxes, estate planning, education, real estate, and debt management. Financial planning services are generally provided at no additional charge for clients who participate in the firm's asset management program. RHS Financial works primarily with individuals, trusts, estates, and business entities, and also operates a subadvisory program partnering with other registered investment advisors.
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% |
Subject to a minimum annual fee of $2,500. Fees are negotiable. Multiple accounts from the same client may be aggregated into a household.