Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.10% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are negotiable and may vary based on several factors.
Fee Estimator
RZH Advisors charges an annual fee based on a percentage of assets under management. These fees cover both investment management and financial planning services. Standalone financial planning and consulting services are available for a negotiable fixed fee, generally ranging from $2,500 to $50,000, or an hourly rate of $400 to $600. The firm generally requires a minimum asset level of $5,000,000 for wealth management or investment management services, but this may be waived at their discretion.
Areas of Practice
Advisor Information
Office location
One Landmark Square, 11th Floor, Stamford, CT, 06901
Get directionsRegulatory History
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