Rinaudo Capital, LLC

Fee-Only (% of Portfolio)

Rinaudo Capital manages investment portfolios tailored to each client's specific goals, risk tolerance, and time horizon. The firm creates an investment policy statement for every client and handles ongoing portfolio management, including asset allocation, security selection, and regular monitoring. Rinaudo Capital operates with the authority to make trades without asking clients first. The firm relies on fundamental analysis, technical analysis, and modern portfolio theory when making investment decisions. Rinaudo Capital requires clients to keep their funds with Interactive Brokers.

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%

Fees are non-negotiable.

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 - Fees, AUM & Advisors | TrueAdvisor