Rigby Watts Investment Advisors offers portfolio management based on individual client goals and risk tolerance. They also provide financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. Investment advice is generally limited to fixed income, real estate funds, equities, ETFs, and private placements. Rigby Watts requires discretionary authority to execute trades.
Assets Under Management$50M
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The fee is negotiable, and the final fee schedule will be in the client's advisory agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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