Rational Investment Management (RIM) offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. RIM creates an Investment Policy Statement for each client to guide portfolio selection. RIM typically invests in mutual funds and ETFs, and may use other securities to diversify portfolios. RIM does not participate in wrap fee programs.
Assets Under Management$350M
Clients94
Advisors2
Avg. per Client$3.7M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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