Riley Friedman Asset Management (RFAM) offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. RFAM also includes basic financial planning in its management fee, covering income and expense analysis, retirement projections, and insurance/estate planning needs. RFAM invests in individual stocks and bonds and offers limited advice on other investments.
Assets Under Management$500M
Clients210
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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