Rydar Equities provides asset management and financial planning services, focusing on building portfolios to meet client needs. They work with clients to develop and implement plans to build and preserve wealth. Rydar Equities analyzes client financial situations and tailors portfolios based on investment goals, objectives, and risk tolerance. They monitor accounts, trade as necessary, and communicate regularly with clients.
Assets Under Management$150M
Clients107
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Fees are negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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