Richmond Investment Services (RIS) offers tailored investment advisory services to individuals, businesses, trusts, and estates on a discretionary basis. RIS financial professionals discuss each client's financial situation and needs, including financial goals, risk tolerance, retirement goals, and cash flow analysis. RIS allocates and manages client assets in alignment with their investment objectives and risk tolerance. Financial planning services are also available on a non-discretionary basis.
Assets Under Management$390M
Clients862
Advisors12
Avg. per Client$460K
Avg. per Advisor$33M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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