Rik Saylor Financial helps clients build, manage, and preserve wealth through investment management and financial planning. They manage investment portfolios on a discretionary basis, primarily using ETFs, stocks, bonds, and alternative investments. They also offer consulting services on topics like estate planning and retirement planning. Financial planning services cover various aspects of a client's financial picture, including estate, tax, charitable giving, and wealth transfer objectives. They partner with other advisors like CPAs and attorneys to coordinate efforts.
Assets Under Management$180M
Clients387
Advisors3
Avg. per Client$460K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $100K | 1.75% |
| $100K - $300K | 1.65% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.35% |
| $750K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Some legacy clients may be charged under a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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