RAI Wealth provides financial planning and investment management services to individuals, families, and small businesses. For investment management, client assets may be invested according to model portfolios developed by third-party managers. Financial planning services may include net worth analysis, business planning, cash flow analysis, education planning, investment planning, retirement planning, and estate planning.
Assets Under Management$410M
Clients414
Advisors5
Avg. per Client$990K
Avg. per Advisor$82M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The annual fee may require a Model Administration fee of 0.10%, resulting in an initial total fee of up to 1.35%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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