RHB Capital offers ongoing investment management services based on each client's goals, objectives, time horizon, and risk tolerance. RHB creates an Investment Policy Statement for each client to help select a suitable portfolio. RHB generally invests in mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, insurance products including annuities, and government securities.
Assets Under Management$35M
Clients16
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...