R&V Personal Finance manages investment portfolios based on clients' individual needs and goals. They also offer financial planning consultations covering retirement, education funding, debt management, and estate planning. R&V Personal Finance works with individuals, families, and businesses to create tailored financial plans.
Assets Under Management$8.8M
Clients16
Advisors1
Avg. per Client$550K
Avg. per Advisor$8.8M
www.linkedin.com/in/betsy-ratashak-vogel-cfp®-b... ·www.rvpersonalfinance.com ·www.facebook.com/rvpersonalfinance
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.96% |
| $250K - $1.0M | 0.84% |
| $1.0M - $2.0M | 0.72% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.48% |
Asset management fees are negotiable in limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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