Righteous Financial provides asset management services tailored to individual client objectives and risk tolerance. They offer both discretionary and non-discretionary management. The firm also offers financial planning services, ranging from simple advice to comprehensive planning, covering various investment types and financial goals. Additionally, they provide retirement plan management services to business organizations, assisting with plan reviews, investment options, and participant education.
Assets Under Management$4.5M
Clients8
Advisors1
Avg. per Client$570K
Avg. per Advisor$4.5M
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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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