Rule72 Financial manages investment portfolios based on clients' individual needs and goals. They offer continuous advice and develop personalized investment plans with asset allocation targets. Rule72 also provides financial planning services, including cash flow management, college savings, estate planning, insurance review, retirement planning, risk management, and tax planning strategies. Financial planning is offered as ongoing comprehensive planning or limited scope planning.
Assets Under Management$8.5M
Clients30
Advisors1
Avg. per Client$280K
Avg. per Advisor$8.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.76% |
| $2.0M - $7.0M | 0.47% |
| $7M+ | 0.38% |
Fees are negotiable. The above fee schedule does not include the Schwab Managed Select and Managed Account Access fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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