Rainier Capital Investments is a registered investment advisor offering both portfolio management and financial planning services. Investment advice is tailored to individual client needs. Financial planning covers various aspects of financial management, and clients receive a written plan. The firm also offers ongoing comprehensive financial planning with regular updates. Rainier Capital Investments primarily advises on exchange traded funds, equities, options and mutual funds.
Assets Under Management$39M
Clients90
Advisors1
Avg. per Client$430K
Avg. per Advisor$39M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
1.25% for ETFs and mutual funds. 1.50% for ETFs, mutual funds, equities, and bonds. Clients may elect to engage in options trading for an additional hourly rate of $250.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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