Risley Capital Management LLC
Assets Under Management
$156.0M
Number of Clients
156
Number of Advisors
1
Avg. Portfolio per Client
$1.0M
Avg. Managed per Advisor
$156.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Risley Capital Management offers investment management and consulting services. For investment management, they create personalized portfolios based on your goals and risk tolerance, managing accounts with or without their direct approval for each trade. Consulting services are tailored to your specific needs, with fees agreed upon beforehand.
Fee Structure
Risley Capital Management charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the size of your portfolio and the types of investments (stocks/balanced vs. fixed income).
For Equities and Balanced Portfolios:
- $50,000 – $499,000: 1.25%
- $500,000 – $999,999: 1.00%
- $1,000,000 – $2,499,999: 0.95%
- $2,500,000 – $4,999,999: 0.90%
- $5,000,000 – $9,999,999: 0.85%
- $10,000,000+: 0.80%
For Fixed Income Portfolios:
- $50,000 – $500,000: 1.00%
- $500,001 – $1,000,000: 0.75%
- $1,000,001 – $1,500,000: 0.70%
- $1,500,001 – $2,000,000+: Negotiated Rate
A minimum of $50,000 is required to use this service, but this may be negotiable.
Areas of Practice
Location
16024 Manchester Road, Suite 200, Ellisville, MO, 63011