RHP Wealth Management offers investment management, financial planning, project-based services, subscription-based services, and retirement plan consulting. RHP creates customized portfolios using asset allocation, diversification, and tax awareness. Financial planning covers areas like net worth assessment, retirement planning, insurance review, and estate planning. Project-based services address specific client needs, while subscription services provide educational resources and planning tools.
Assets Under Management$340M
Clients211
Advisors5
Avg. per Client$1.6M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $7.5M | 1.00% |
| $7.5M - $10.0M | 0.85% |
| $10M+ | 0.60% |
RHP may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments. If held-away assets are managed through the Pontera platform, there is an additional 1% fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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