Rchristianfinancial Consultants, LLC "the Clients Fiduciary"

Fee-Only (% of Portfolio)Fixed/Hourly

RChristian Financial Consultants provides asset management, portfolio construction, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth individuals, corporations, and other business entities. RChristian Financial Consultants manages investment portfolios on a discretionary basis, utilizing fundamental analysis and long-term buy-and-hold strategies alongside short-term purchases and moderate trading. The firm also assists clients with selecting third-party money managers for separately managed accounts and offers electronic financial planning portal services. Additionally, RChristian Financial Consultants is affiliated with an insurance agency through common ownership, offering risk management and insurance products such as life, disability, long-term care, and fixed annuities.

Assets Under Management$11M
Clients87
Advisors1
Avg. per Client$130K
Avg. per Advisor$11M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Asset management fees are up to 1.50% per annum, are negotiable, and are subject to a minimum annual fee of $1,200.

Fee Estimator
Your Portfolio Value
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Location

1 Advisors at this firm

Rchristianfinancial Consultants, LLC "the Clients Fiduciary" - Fees, AUM & Advisors | TrueAdvisor