Rho Treasury provides automated investment advice, primarily investing in short-term U.S. Treasury bills and mutual funds to address client liquidity and cash management needs. Clients can access a Rho Treasury representative for investment-related guidance. The firm uses software to manage portfolios, which are deployed and rebalanced as needed. Rho Treasury's clients are generally small business entities and charitable organizations.
Assets Under Management$700M
Clients187
Advisors1
Avg. per Client$3.8M
Avg. per Advisor$700M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.60% |
| $2.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.15% |
Fees are negotiable and may vary.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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