Ranch Capital Advisors provides investment advice to individuals, high net worth individuals, trusts, estates, and small businesses. Ranch Capital's services include investment management, financial planning, and financial coaching. Ranch Capital tailors its investment advisory services to the individual needs of each client, allowing clients to impose restrictions on their accounts.
Assets Under Management$340M
Clients420
Advisors7
Avg. per Client$810K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
At Ranch Capital's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee. Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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