Rik Saylor Financial manages investment portfolios and provides personalized financial planning for individuals, families, and business owners. Rik Saylor Financial builds custom portfolios using exchange-traded funds, individual stocks and bonds, mutual funds, and alternative investments, while also offering consulting on specific topics like estate planning, retirement, and business succession. The firm specializes in working with high-net-worth individuals and corporate clients.
Assets Under Management$200M
Clients377
Advisors3
Avg. per Client$530K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $300K | 1.65% |
| $300K - $500K | 1.50% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 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. Fees are negotiable based on account size and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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