Raleigh Capital Management provides personalized investment management, financial planning, and third-party money manager referral services. Raleigh Capital Management helps clients set long-term financial goals through portfolio management, tax planning, asset allocation, and retirement planning. The firm works on both a direct discretionary basis and a manager-of-managers platform, utilizing third-party investment platforms like AE Wealth Management and Verity Asset Management to implement investment strategies. Raleigh Capital Management tailors its services to each client's individual needs and restrictions. The firm works primarily with retirees, high-net-worth individuals, business owners, trusts, and estates. Brian Raleigh is the president and sole owner.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Advisory fees are negotiable and generally will not exceed 1.80% of the value of assets under management per year.