Van Ray Wealth Management provides personalized investment management and financial planning services for individuals, high-net-worth clients, businesses, and retirement plans. Founded in 2019 and based in Edmonds, Washington, the firm operates as a registered investment advisor. Van Ray Wealth Management helps clients build individualized portfolios using strategic asset allocation and offers comprehensive financial consulting covering cash flow, debt management, college savings, estate planning, insurance evaluations, tax strategies, and retirement planning. Clients receive ongoing support through regular reviews and plan updates. The firm also provides consulting for employer-sponsored retirement plans and works with third-party investment managers when appropriate.
Fee Structure
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 are negotiable for accounts over $10,000,000. Third-party investment managers may charge an additional fee up to 0.46%.