Registered Investment Advisors LLC offers investment management services to individuals, families, and businesses. They focus on long-term capital growth and sustainable income. They provide discretionary investment management in managed portfolios with or without options, taking into account client's age, net worth, and risk tolerance. Clients can impose restrictions on investments.
Assets Under Management$40M
Clients58
Advisors1
Avg. per Client$680K
Avg. per Advisor$40M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...