Rich & Company offers investment management, financial planning, and financial consulting services. They tailor their advice to each client's specific needs, considering their financial goals, risk tolerance, and investment horizon. Rich & Company also provides family office services for high-net-worth individuals, which includes coordinating with other advisors and providing comprehensive reporting.
Assets Under Management$16M
Clients5
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.25% |
| $1.5M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Family Office clients may pay a fixed annual retainer of $60,000 - $120,000 in lieu of or in conjunction with the asset-based fee schedule. A one-time setup fee of $3,000 - $7,500 may also apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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