Relativity Capital Advisors offers investment and financial planning services tailored to individual client needs. They determine your investment goals and objectives, focusing on your current and future financial needs. They offer portfolio management services on a discretionary or non-discretionary basis. A portfolio model is chosen based upon your risk tolerance, investment objectives and time horizon.
Fee Structure
Relativity Capital Advisors manages investment portfolios for a fee based on the value of your account. The fee is calculated on the last day of the previous quarter. Here's how it works, depending on where your account is held:
Schwab Accounts:
- Up to $499,999: 1.75% per year
- $500,000 to $999,999: 1.50% per year
- $1,000,000 to $2,999,999: 1.25% per year
- Above $3,000,000: Negotiable
Fidelity Tax Exempt Management and Base Plan Accounts:
- Up to $2,999,999: 1.00% per year
- Above $3,000,000: Negotiable
Interactive Brokers Accounts:
- Discretionary accounts: 1.75% per year
- Non-discretionary accounts: 1.5% per year
All fees are negotiable.