Van Ray Wealth Management provides portfolio management, comprehensive financial planning, and ongoing financial advising. The firm aims to act as your Chief Financial Officer, offering guidance on financial goals and understanding your financial situation. They also recommend and monitor third-party investment advisors. Van Ray Financial also offers financial planning services on a fixed fee or hourly fee basis.
Assets Under Management$14M
Clients26
Advisors1
Avg. per Client$540K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees negotiable for accounts over $10,000,001. Third-Party Adviser’s fee is up to 0.46% and will be collected at the same time.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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