RIPL Wealth is an independent registered investment advisor based in Colorado that offers discretionary investment management, financial planning, and consulting services. RIPL Wealth creates customized investment portfolios primarily using equities, fixed income, mutual funds, and exchange-traded funds, while also considering alternative assets when appropriate. The firm tailors its services to individual client objectives, risk tolerances, and time horizons. In addition to portfolio management, RIPL Wealth provides written financial planning covering retirement, taxes, insurance, education, and investment allocation, as well as consulting on external assets such as employer retirement plans and annuities. RIPL Wealth serves individuals, high-net-worth families, and charitable foundations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.80% |
Fees for assets over $25,000,000 are negotiable. RIPL Wealth retains discretion to negotiate or waive fees.