Rai Wealth Management Fees & Minimum

Overview

Headquarters: Placentia, CA
Total Firm Assets: $160 million
Average High-Net-Worth Client Portfolio Size: $2.2 million

Fee Disclosure

Source: RAI WEALTH MANAGEMENT ADV 2A & 2B SUPPLEMENTS (2026-09-23) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$50,000	1.25%
$50,001	$100,000	1.20%
$100,001	$250,000	1.00%
$250,001	$500,000	0.75%
$500,001	$1,000,000	0.65%
$1,000,001	and above	0.55%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$7,850	0.78%
$5 million	$29,850	0.60%
$10 million	$57,350	0.57%
$50 million	$277,350	0.55%
$100 million	$552,350	0.55%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 50.80%
Number of High-Net-Worth Clients: 37
Total Client Accounts: 562
Discretionary Accounts: 562

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 277137

RAI WEALTH MANAGEMENT ADV 2A & 2B SUPPLEMENTS (2026-09-23) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Rai Wealth Management