RHL Group manages investment portfolios and offers financial planning services. Financial planning covers areas like personal finances, taxes, retirement, investments, estate planning, and insurance. Clients can receive investment advice on specific topics through consulting services. RHL also offers services to retirement plans. RHL tailors its services to individual client needs and objectives.
Assets Under Management$160M
Clients351
Advisors3
Avg. per Client$440K
Avg. per Advisor$52M
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 | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
The annual fee is negotiable. There are also separate fee schedules for fee-based variable annuity management (0.75% up to $1,000,000, 0.50% over $1,000,000), 529 plan asset management (0.50% on all assets), and capital preservation account management (0.25% on all assets).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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