Ransom Advisory manages investment portfolios for individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, and other businesses. Ransom Advisory creates investment plans based on clients' financial situations, risk tolerance, and goals. The firm meets with clients regularly to review portfolio performance and discuss changes to their investments. For smaller portfolios (under $250,000), Ransom Advisory may use a passive investment strategy.
Assets Under Management$320M
Clients260
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$320M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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