Ratón Wealth is a registered investment advisor based in Fishers, Indiana, offering managed account services, financial planning, and consulting. Ratón Wealth builds customized investment portfolios using common stocks, municipal and corporate bonds, government securities, exchange-traded funds, and options to help clients manage risk and pursue long-term financial goals. The firm requires a minimum of $400,000 in assets under management for wealth management relationships, though accounts below this threshold may be accepted subject to a minimum annual fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3M+ | 0.90% |
Maximum fee rate is 0.90%. For accounts over $3,000,001, a flat retainer of $27,000 is available once the account value remains above the limit for three consecutive months. Fees are negotiable.