WildRye Financial offers investment advice and financial planning services. They work with clients to understand their goals and risk tolerance, then create a portfolio using stocks, bonds, ETFs, and other investments. WildRye also offers advice on 529 college savings plans and can create financial plans covering retirement, estate planning, and other areas. As a fiduciary, WildRye is legally required to act in your best interest.
Assets Under Management$91M
Clients122
Advisors1
Avg. per Client$740K
Avg. per Advisor$91M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $2.5M | 0.70% |
| $2.5M - $3.0M | 0.60% |
| $3M+ | 0.50% |
In certain circumstances, fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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