Minnewashta Rio offers investment management services, including designing and implementing investment strategies for advisory accounts. Accounts are managed based on each client's Investment Policy Statement, and clients can set reasonable investment restrictions. Portfolios typically include stocks, bonds, ETFs, and mutual funds. For some clients, portfolios may include hedge funds, alternative investments, currencies, commodities, and structured products. Minnewashta Rio also offers consulting, financial planning, reporting, and special projects.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $49.0M | 0.30% |
| $49M+ | 0.25% |
Fees may be negotiated at our discretion and will vary from client to client based on the assets managed, related accounts, and other services provided as set out in the Investment Advisory Agreement. The fees paid to Minnewashta Rio may be reduced for employee and family members accounts.