Research & Portfolio Management is a registered investment advisor based in Crescent Springs, Kentucky, that has been providing portfolio management services since 2011. The firm offers both discretionary and non-discretionary investment management tailored to each client's specific objectives and risk tolerance. Research & Portfolio Management primarily recommends equity securities, but may also utilize mutual funds, annuities, corporate and municipal debt, and options contracts. In addition to direct portfolio management, Research & Portfolio Management offers separately managed accounts through Raymond James Asset Management Services and provides pension consulting services to employee benefit plans. The firm emphasizes fundamental and technical analysis in its investment strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual portfolio management fee is negotiable and will not exceed 1.5%. Raymond James separately managed accounts incur additional program fees of 0.50% to 0.55%.