RIA Wealth Advisors provides investment management services to individuals and wealthy individuals. They create investment policy statements that reflect client goals and objectives. RIA Wealth Advisors may also provide advice on financial planning matters. The firm may direct clients to third-party investment advisors.
Assets Under Management$120M
Clients233
Advisors3
Avg. per Client$510K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$15K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.10% |
Investment management fees are negotiable at the sole discretion of RIA Wealth Advisors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...