Ruesoff Asset Management offers ongoing investment management services to clients, determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. Clients may impose restrictions on investing in certain securities or types of securities.
Assets Under Management$38M
Clients48
Advisors1
Avg. per Client$790K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. If Client elects the options overlay, the fees outlined are in addition to the equity/bond/alternatives strategy management fee. The options overlay fee is applied to the full account value.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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