Ramsey Hill Asset Management (RHAM) provides ongoing investment portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. RHAM constructs portfolios using individual securities and ETFs. RHAM requests authority to make trades without asking clients first. Clients can set restrictions on investments based on their values, but RHAM may end the relationship if those restrictions hinder their ability to manage the account.
Assets Under Management$130M
Clients88
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.85% |
Assets in ETF-Only Portfolios are assessed an annual fee of 1.00%. Fees are negotiable based on the client’s individual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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