Rainier Family Wealth offers comprehensive wealth management services, including investment portfolio management and financial planning. When managing portfolios, Rainier Family Wealth builds customized asset allocations based on each client's goals, risk tolerance, and tax situation, investing primarily in stocks, bonds, mutual funds, and exchange-traded funds. Alongside investment management, Rainier Family Wealth provides financial planning covering retirement projections, tax strategies, cash flow and debt management, estate planning coordination, college savings, and employee benefits optimization at no extra cost. The firm also offers specialized family office services for high-net-worth clients with complex needs. Rainier Family Wealth operates on a fee-only basis, meaning they are compensated solely by their clients and do not accept commissions or product sales fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable. Household accounts may be aggregated to determine the fee tier. Held-away accounts monitored by the firm are charged at a flat rate of 0.50%.