Variety RIA provides wealth management services, which include investment management and financial planning. Variety develops a personal investment policy for each client based on their goals, objectives, and risk tolerance. Variety primarily advises on stocks, bonds, mutual funds, and ETFs. At no additional fee, Variety also provides a financial plan to clients, covering areas such as net worth, cash flow, retirement planning, insurance, investments, college planning, and estate planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is negotiable. Wealth management services include both investment management and financial planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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