Rulo Advisory Services offers investment management, financial planning, and consulting services. Investment management is offered on both a discretionary and non-discretionary basis. Financial planning includes full financial plans and consultation services on specific topics. Rulo also provides educational periodicals and newsletters.
Assets Under Management$1M
Clients3
Advisors1
Avg. per Client$330K
Avg. per Advisor$1M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.22% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.10% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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