Ratner & Associates LLC provides ongoing portfolio management services tailored to each client's financial situation, goals, and risk tolerance. They create an investment plan to help select a suitable portfolio. Ratner & Associates generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs and commodities.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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