RIA Wealth Advisors manages investment portfolios and provides personalized financial planning for individuals and wealthy families. RIA Wealth Advisors builds globally diversified portfolios using a strategic asset allocation approach, primarily utilizing exchange-traded funds and no-load or low-load mutual funds. The firm also offers specialized programs for managing variable insurance products. Financial planning is included as part of the investment management services rather than offered separately. RIA Wealth Advisors focuses on working with individuals, trusts, estates, and retirement plans to help them set and reach their long-term financial goals.
Fee Structure
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% |
Fees are negotiable at the firm's discretion. Variable Annuity Management Program has a maximum charge of 1.50% annually.