Rainier Wealth Management offers investment advice, comprehensive portfolio management, and financial planning to help clients meet their financial goals. Financial planning covers investment, retirement, estate, charitable, education, and tax planning. Rainier Wealth Management also provides consulting services regarding the management of financial resources based on a client's situation, goals, and objectives.
Assets Under Management$63M
Clients89
Advisors2
Avg. per Client$710K
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,001. Minimum annual fee of $500 per household.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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