Limiter Financial LLC is a registered investment advisor based in Richmond, Virginia, providing discretionary and non-discretionary portfolio management services alongside integrated financial planning. Limiter Financial tailors its investment strategies to individual client needs, utilizing fundamental analysis, modern portfolio theory, and a range of investments including stocks, bonds, mutual funds, exchange-traded funds, and real estate investment trusts. The firm generally requires a minimum account size of $5,000,000, though this minimum may be waived at its discretion. Limiter Financial includes financial planning services at no additional cost for portfolio management clients. Charles Schwab & Co., Inc. serves as the primary custodian for client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.25% to 1.50% depending on portfolio value, asset complexity, and administration level. Fees are negotiable.