Ratio Capital manages investment portfolios for individuals, sometimes incorporating general financial planning aspects at no additional cost. Ratio Capital often delegates the management of client assets to third-party investment managers (sub-advisers). Ratio Capital monitors the sub-advisers' performance and can change them as needed. Client-specific advice is tailored to individual needs and risk tolerance.
Assets Under Management$23M
Clients53
Advisors3
Avg. per Client$430K
Avg. per Advisor$7.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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