Rathnam Capital offers investment advisory services where they manage your investments for a fee based on the value of your portfolio. They also offer financial planning and consulting services for a separate fee, covering topics like estate planning and insurance. Rathnam Capital allocates client investment assets on a discretionary basis primarily among various mutual funds and/or exchange-traded funds (“ETFs”), individual equities, and independent investment managers in accordance with the client’s designated investment objectives.
Assets Under Management$81M
Clients37
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable, especially for amounts above $5,000,001.00. The 0.75% fee from the previous tier is used as a starting point for negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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