Rzh Advisors LLC
Assets Under Management
$2.1B
Number of Clients
432
Number of Advisors
7
Average Client AUM
$4.9M
AUM per Advisor
$303.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RZH Advisors offers wealth management (combined financial planning and investment management) and investment advisory services on a fee basis. They also provide standalone financial planning and consulting services for a separate fee. The firm manages investments on a discretionary basis and may recommend independent managers.
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
Location
One Landmark Square, 11th Floor, Stamford, CT, 06901