RIA Advisors manages investment portfolios and provides personalized financial planning for individuals, families, businesses, and retirement plans. Operating since 2009, the firm builds customized investment strategies using fundamental and technical analysis, while also managing held-away accounts like retirement plans. Financial planning services cover budgeting, retirement projections, risk and insurance analysis, tax strategies, and estate planning. RIA Advisors specializes in comprehensive wealth management and retirement plan consulting, helping clients align their portfolios with long-term life goals.
Assets Under Management$1.8B
Clients1,367
Advisors14
Avg. per Client$1.3M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$15K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.90% |
Fees are negotiable based on pre-existing relationships, assets under management, and other factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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