RaeLipskie manages investment portfolios for individuals, endowments, charitable foundations, corporations, estates, trusts, and retirement funds. RaeLipskie analyzes client goals, objectives, and risk tolerance to create an investment policy statement. Then, RaeLipskie designs a portfolio of stocks, exchange-traded funds, bonds, short-term investments, and alternative investments to meet client needs. RaeLipskie monitors the portfolio to ensure it is properly structured. RaeLipskie tailors its investment services to a client’s individual needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $375K | 1.50% |
| $375K - $1.5M | 0.75% |
| $1.5M - $2.2M | 0.50% |
| $2.2M+ | 0.25% |
Fees are sometimes negotiated within a narrow range based on the duration of the client relationship, the overall size of the relationship, the nature of services offered, as well as resources required to service the relationship.