Rational Investment Methodology

Fee-Only (% of Portfolio)

Rational Investment Methodology (RIM) provides investment advisory services through separate managed accounts. RIM focuses on a select group of companies within specific sectors, using a proprietary portfolio-building tool to construct portfolios with varying risk profiles: long-short, long-only, and long-aggressive. RIM's investment approach involves detailed financial modeling and discounted dividend models to determine fair values for investment decisions. RIM does not tailor investment decisions to individual investor needs, outside of risk profile selection.

Assets Under Management$9.2M
Clients24
Advisors1
Avg. per Client$380K
Avg. per Advisor$9.2M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm

Rational Investment Methodology | TrueAdvisor