Rigden Capital Strategies provides investment management services where they manage client portfolios based on their goals and risk tolerance. They may use sub-advisors. They also offer services to retirement plans, acting as a 3(38) advisor. Additionally, Rigden Capital Strategies offers financial planning and consulting services, including full financial plans and assistance with individual financial topics. Clients can impose restrictions on their investments.
Fee Structure
Rigden Capital Strategies offers investment management services with fees based on the amount of your portfolio. The fees vary depending on whether your account is held at Charles Schwab/Apex Clearing or Betterment Securities.
For accounts held at Charles Schwab & Co. and Apex Clearing Corporation:
- Up to $999,999: 1.1% per year
- $1,000,000 to $2,999,999: 1.0% per year
- $3,000,000 to $4,999,999: 0.90% per year
- $5,000,000 and Over: 0.80% per year
For accounts held at Betterment Securities:
- First $1,000,000: 1.1% per year
- Next $2,000,000: 1.0% per year
- Next $2,000,000: 0.90% per year
- Amounts over $5,000,000: 0.80% per year
These fees are negotiable. If Rigden Capital Strategies uses a sub-advisor, you will not pay any additional fees.