Rhp Wealth Management Fees & Minimum

Overview

Headquarters: Houston, TX
Total Firm Assets: $345 million
Average High-Net-Worth Client Portfolio Size: $2.6 million

Fee Disclosure

Source: ADV PART 2A FOR RHP (2026-06-15) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$7,500,000	1.00%
$7,500,001	$10,000,000	0.85%
$10,000,001	and above	0.60%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$50,000	1.00%
$10 million	$96,250	0.96%
$50 million	$336,250	0.67%
$100 million	$636,250	0.64%

Actual fees may vary; other investment costs may apply.

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

Clients

High-Net-Worth Share of Firm Assets: 88.77%
Number of High-Net-Worth Clients: 117
Total Client Accounts: 643
Discretionary Accounts: 643

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 304735

ADV PART 2A FOR RHP (2026-06-15) (fee schedule source) · View brochure text

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

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