RIAs with the Lowest Fees on $10 Million
Showing the 30 registered investment advisors with the lowest advisory fees for $10 million portfolios. Analysis based on latest SEC ADV2 regulatory filings.
📊 Analysis Methodology
- Ranking: RIAs with the lowest advisory fees on $10 million portfolios
- Fee Structures: Robust schedules only (2+ tiers)
- Exclusions: Does not include fee rates labeled 'negotiable', firms with less than 50 high-net-worth clients, or firms with an average client size below $5 million
- Source: SEC ADV2 regulatory filings
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Disclaimer: Fee calculations based on most recent published
ADV2 regulatory filings. Actual fees may vary and are subject to
negotiation. Data refreshed monthly.