Ryefield Capital, LLC offers investment management services to clients, managing portfolios based on individual objectives and risk tolerance. The firm primarily manages client portfolios on a discretionary basis, but also offers non-discretionary management. Ryefield Capital utilizes publicly traded equity securities, fixed income securities, cash securities, closed end and open end mutual funds. From time to time, they will incorporate option trading, index and currency futures and commodity futures trading into their investment strategy.
Assets Under Management$1.8M
Clients14
Advisors1
Avg. per Client$130K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Related accounts are aggregated for the purpose of fee level calculation. Adjustments may be made from time to time as warranted.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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