Ratón Wealth offers investment management through managed accounts, financial planning, and consulting services. Investment management involves creating a personalized investment policy based on client goals and market conditions, using stocks, bonds, ETFs, and options. Financial planning covers various aspects of a client's financial situation, and consulting services address specific investment or non-investment related matters. Ratón Wealth recommends clients use TD Ameritrade as custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3M+ | 0.90% |
Account value under retainer fee limit to start, must be above limit for three consecutive months to convert to flat retainer fee. Clients under the $400,000 threshold will be charged our minimum annual fee of $3,600 until client’s manageable investment portfolio exceeds $400,000.