Rilex Capital provides financial planning and investment management services. Financial planning includes reviewing goals, analyzing cash flow, and planning for investments, taxes, insurance, estate, retirement, and education. Investment management focuses on using model portfolios to achieve investment returns consistent with client goals, investing in various asset classes to maximize returns while managing risk.
Assets Under Management$120M
Clients170
Advisors1
Avg. per Client$730K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $1.0M | 1.20% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.20% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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