Railroad Street Wealth Management provides investment advisory services to individuals. They work with clients to identify their financial goals, risk tolerance, and financial situation. Railroad Street uses a tactical and rules-based investment methodology, primarily constructing portfolios with individual stocks and fixed income securities. They may also use ETFs, mutual funds, and options. Financial planning services are also available upon request, covering areas like retirement, education, and insurance needs.
Assets Under Management$20M
Clients55
Advisors1
Avg. per Client$370K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable at the firm's discretion. The client's fees will take into consideration the aggregate assets under management with the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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