R. L. Rigard & Associates Ltd. offers portfolio management based on your goals and risk tolerance. They create an investment policy statement for each client. They also offer advice to a private fund, investment club services, pension consulting, and financial planning. The firm generally limits its investment advice to real estate funds, insurance products, equities, and bonds, primarily recommending U.S. securities.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.99% |
| $100K - $1.0M | 0.66% |
| $1M+ | 0.33% |
Fees are generally negotiable. Qualified clients can opt for a performance-based fee: 2% of assets plus 16% of capital appreciation above a high water mark. Investment club members pay 1% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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