R. J. Cloud Advisors & Company (RJCAC) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, corporations, and charities. RJCAC also provides family office services, relying on the accounting, tax, and consulting services of RJ Cloud PLLC and the legal services of MGC Law Firm PLLC, both owned by individuals associated with RJCAC. RJCAC constructs portfolios primarily using mutual funds and exchange-traded funds, particularly Dimensional Funds (DFA).
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are based on the market value of assets under management. RJ Cloud Advisors & Company may offer a different fee schedule based on the complexity of your circumstances, portfolio holdings, and your relationship with RJ Cloud Advisors & Company.