Ferguson Financial Advisors (operating as RAE Wealth Management) provides ongoing portfolio management based on individual client goals. They may use outside money managers. They also offer ERISA plan services as a limited scope fiduciary. Financial planning services include full financial plans and hourly consultations. Seminars and workshops are also offered to educate the public.
Fee Structure
Ferguson Financial Advisors charges an annual fee based on the amount of your portfolio.
For general accounts:
- Up to $1,000,000 — 1.75% per year
- $1,000,001 - $3,000,000 — 1.55% per year
- Over $3,000,000 — Negotiable
For accounts held at American Funds Service Company (AFS):
- Up to $49,999.99 — 1.00% per year
- $50,000 - $249,999.99 — 0.80% per year
- Over $250,000 — 0.50% per year
When using sub-advisors such as AE Wealth Management, you will not pay additional fees. AE Wealth Management fees are inclusive of the fees charged by Ferguson Financial Advisors.
Accounts on the AssetMark Platform:
- Up to $1,000,000 — 1.00% per year
- $1,000,001 - $3,000,000 — 0.80% per year
- Over $3,000,000 — Negotiable
Fees for AssetMark Services may not exceed 1.95% annually.