Raison Asset Management

Fee-Only (% of Portfolio)Fixed/Hourly

Raison Asset Management specializes in managing funds and individual portfolios aiming for long-term growth through risk-adjusted returns. They invest client assets worldwide, using various strategies and instruments based on their assessment of the capital market. Raison AM's services are tailored to individual risk profiles, and clients can place restrictions on specific investments.

Assets Under Management$200M
Clients6
AdvisorsN/A
Avg. per Client$34M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Raison Asset Management is compensated for its advisory services by charging a fee based on the net market value of a client’s account, calculated as a percentage of the account value on a monthly basis. The average advisory fee is between 0.5% to 2% per year. Raison AM might charge additional trade fees for private equity purchases in about 5%. All fees are negotiable.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Raison Asset Management | TrueAdvisor