RV Strategies refers prospective investment advisory clients to Morgan Stanley Smith Barney LLC. RV Strategies educates clients about the third-party advisor, provides its brochure, and delivers its solicitor disclosure document. RV Strategies meets with prospective clients to understand their financial situation and desired services. Clients are not obligated to retain the third-party advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
These fees are charged by the third-party advisor, Morgan Stanley Smith Barney LLC, not RV Strategies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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