RAS Capital Services provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. RAS creates an Investment Policy Statement for each client to outline their current situation and constructs a plan to aid in selecting a suitable portfolio. RAS does not limit its advice to specific types of investments and may use a variety of securities to diversify portfolios.
Assets Under Management$55M
Clients17
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.75% |
| $150K - $350K | 1.60% |
| $350K - $650K | 1.50% |
| $650K - $1.0M | 1.25% |
| $1M+ | 1.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...