Ryan Smith Financial Services (RSFS) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. RSFS creates an Investment Policy Statement for each client. RSFS generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities. RSFS participates in the Model Marketplace of Altruist LLC.
Assets Under Management$11M
Clients45
Advisors1
Avg. per Client$240K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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