Rhm Capital Management, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

RHM Capital Management offers investment advice to individuals and businesses. They provide comprehensive portfolio management, which includes asset management and financial planning, using exchange-traded funds, mutual funds, individual stocks, and bonds. They also offer pension consulting services to employer plan sponsors, assisting with establishing, monitoring, and reviewing retirement plans.

Assets Under Management$26M
Clients292
Advisors1
Avg. per Client$88K
Avg. per Advisor$26M

Fee Structure

Minimum Investment:$1K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Rhm Capital Management, INC. | TrueAdvisor