Rioux & Company (RCO) manages investment portfolios for various clients, including individuals, high net worth individuals, and retirement plans. RCO discusses investment recommendations with clients before making any trades. RCO uses different investment types, including stocks, bonds, mutual funds, and exchange-traded funds. RCO also offers consulting services separate from investment management.
Assets Under Management$20M
Clients71
Advisors3
Avg. per Client$290K
Avg. per Advisor$6.8M
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 | 1.50% |
| $100K+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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