RFA Advisers provides financial planning and investment consulting services. They analyze clients' financial situations, including cash flow, retirement needs, and investment portfolios. RFA Advisers also offers educational seminars, especially for condominium and HOA associations, to help them make informed financial decisions. They tailor their advice to individual client needs and goals, and clients are encouraged to promptly notify RFA Advisers of any changes to their financial situation.
Assets Under Management$470K
Clients5
Advisors1
Avg. per Client$93K
Avg. per Advisor$470K
www.fullyfundedreserves.com ·www.reservefundadvisers.com ·www.linkedin.com/company/81573024/admin/dashboard
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.40% |
Fees are reassessed annually and anytime an additional investment or withdrawal occurs that increases or reduces the amount of Assets Under Advisement above or below a defined threshold, by at least 5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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