RA Advisory offers comprehensive financial planning and investment management services. They partner with clients to create financial plans and investment strategies tailored to help them achieve their retirement and other financial goals. RA Advisory manages investments using mutual funds, exchange-traded funds (ETFs), and individual stocks and bonds. They may also provide advice on investments held elsewhere.
Assets Under Management$1.2M
Clients3
Advisors1
Avg. per Client$390K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.70% |
| $25K - $100K | 1.50% |
| $100K - $250K | 1.20% |
| $250K - $1.0M | 0.90% |
| $1M+ | 0.70% |
For qualified clients, RA Advisory may charge a performance-based fee of 10% of net gains, in addition to a base fee of 2.00% of the portfolio value.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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