Rareview Capital offers investment management and advisory services to various clients through different platforms, including exchange-traded funds, turnkey asset management platforms, model portfolios, and separately managed accounts. Rareview also provides consulting services to institutional investors and broker-dealers. The firm publishes market research and investment commentary. Rareview may coordinate between clients and their attorneys, tax advisors, insurance advisors, and private bankers.
Fee Structure
Rareview Capital manages investments through separately managed accounts (SMAs). The annual fee ranges from 0.75% to 1.25% of the portfolio's market value. Fees are negotiable and may vary based on the type of investment strategy. Rareview may also charge a performance-based fee for certain strategies.
For investments in Rareview Funds (ETFs), Rareview receives a management fee based on the fund's average daily net assets. These fees vary by fund, for example, the Rareview Dynamic Fixed Income ETF has a 0.97% management fee.