Rinaudo Capital, LLC

Fee-Only (% of Portfolio)

Rinaudo Capital, LLC offers ongoing portfolio management services to individuals and institutions. They create an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. Rinaudo Capital requests authority to make investment decisions without asking for permission before each trade. The firm does not participate in wrap fee programs.

Assets Under Management$4.2M
Clients17
Advisors1
Avg. per Client$240K
Avg. per Advisor$4.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Rinaudo Capital, LLC | TrueAdvisor