Read Financial Services (RFS) offers investment advice to individuals, high net worth individuals, trusts, estates, and businesses. RFS creates custom investment strategies based on your goals, risk tolerance, and financial situation. RFS primarily uses exchange-traded funds (ETFs) and individual stocks in its portfolios. RFS acts as a fiduciary, meaning it's legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range from 0.75% to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Fees may be negotiable at the sole discretion of the Advisor.