RASP Wealth Solutions offers personalized financial planning and investment management services on both discretionary and non-discretionary bases. Financial planning covers retirement, education, estate, cash flow, tax, and insurance needs. Investment strategies are tailored to client objectives, using mutual funds, exchange-traded funds (ETFs), bonds, and equities. RASP also provides non-discretionary advice to retirement plans. Clients can place reasonable restrictions on their accounts.
Assets Under Management$100M
Clients67
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$52M
www.raspwealthsolutions.com ·www.linkedin.com/in/jason-rasp-95a9a02 ·www.facebook.com/raspwealthsolutions
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000. The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range.
Fee Estimator
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Estimated Annual Fee
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