Raaf Investment Advisors offers investment advice and manages portfolios for clients, aiming for a competitive risk/reward balance based on their individual needs. Raaf works with clients to create an investment policy statement to guide investment decisions. Raaf also offers financial planning services to investment advisory clients with at least $300,000 in invested assets at no additional charge.
Assets Under Management$62M
Clients47
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$62M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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