RAI Wealth Management offers investment advice, manages investment portfolios, and provides financial planning services. RAI's services include retirement planning, insurance overview, estate planning overview, and investment analysis. RAI also offers consulting services to address client questions about their financial and investment needs. RAI may recommend SEI Investments Developments, Inc. or other plan providers if deemed to be in the best interest of the client.
Assets Under Management$140M
Clients229
Advisors4
Avg. per Client$590K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $100K | 1.20% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.55% |
Fees are negotiable under certain conditions such as when total household assets exceed $1,000,000. Some accounts are under different fee schedules honoring prior agreements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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