Ravensview Capital Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Ravensview Capital Management offers investment counsel services tailored to each client's goals, risk tolerance, and time horizon. This includes goal planning, risk assessment, investment strategy, asset allocation, and portfolio monitoring. Ravensview Capital also provides special project advisor services for unique and specialized advice. Ravensview Capital generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, derivatives, and hedge funds.

Assets Under Management$95M
Clients23
Advisors1
Avg. per Client$4.2M
Avg. per Advisor$95M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm

Ravensview Capital Management, LLC | TrueAdvisor