RAJS Funds, LLC is a registered investment advisor offering personalized asset management and financial planning services. For asset management, RAJS can make investment decisions for you (discretionary) or require your approval for each transaction (non-discretionary). Financial planning services cover various areas like retirement, education, and estate planning, with customized plans based on your specific needs. RAJS does not participate in wrap fee programs.
Assets Under ManagementN/A
Clients3
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.00% |
Portfolio management fees may be negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances, among others.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...