Rhino Wealth Management manages investment portfolios and offers financial planning services, including retirement, tax, and estate planning. They use a systematic, multi-factor quantitative process to inform investment decisions, considering factors like value, momentum, quality, growth, and volatility. Clients have access to an online financial planning portal to track their finances. Rhino Wealth Management works with individuals, high-net-worth families, small businesses, and charitable organizations.
Fee Structure
Rhino Wealth Management charges up to 1% of your portfolio per year to manage your investments. This fee covers advice on variable annuities, 529 plans, and employer retirement plans. The fee is calculated and deducted quarterly from your account by LPL Financial.