Rialto Wealth Management offers investment management and financial planning services. Rialto creates custom portfolios on a discretionary basis, using low-cost mutual funds and exchange traded funds. Rialto also offers pension consulting services to qualified plans and fiduciary advice to plan participants. Financial planning services may include investment strategies, retirement planning, tax optimization, and estate planning.
Assets Under Management$400M
Clients217
Advisors6
Avg. per Client$1.9M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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