Ratson Advisory manages investment portfolios for institutions and individuals, primarily allocating assets among fixed income products, structured notes, equity indexes, and cash management. RA aims to generate favorable risk-adjusted returns through carry and spread compression. The firm tailors its strategies to each client's objectives and risk profile, focusing on fixed income securities and broad equity indexes.
Assets Under Management$2.4B
Clients1
AdvisorsN/A
Avg. per Client$2.4B
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee rate varies between 0.35% and 1.50%, depending on the size and composition of a client’s portfolio and the type and amount of services rendered.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.