Raskin Global Inc. provides investment management services through SEI Investments Management Corp. and manages held-away assets. Raskin Global also acts as a co-advisor with Matson Money, Inc. and may recommend Third Party Managers. Additionally, Raskin Global offers one-time and ongoing financial consulting services, including retirement planning, cash flow, estate and legacy planning, and business planning.
Assets Under Management$18M
Clients38
Advisors4
Avg. per Client$490K
Avg. per Advisor$4.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $4.0M | 0.99% |
| $4.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Annual fee is negotiable. Raskin Global also manages assets held away, charging a maximum of 0.50% annually, which is also negotiable. Raskin Global also acts as a co-advisor with Matson Money, Inc. with the same fee schedule as above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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