Rilex Capital Fees & Minimum

Overview

Headquarters: Manasquan, NJ
Total Firm Assets: $124 million
Average High-Net-Worth Client Portfolio Size: $2.2 million
Stated Minimum Account Size: $50,000

Fee Disclosure

Source: BROCHURE (2026-04-02) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$100,000	1.75%
$100,001	$250,000	1.50%
$250,001	$1,000,000	1.20%
$1,000,001	$5,000,000	0.90%
$5,000,001	$20,000,000	0.50%
$20,000,001	and above	0.20%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$13,000	1.30%
$5 million	$49,000	0.98%
$10 million	$74,000	0.74%
$50 million	$184,000	0.37%
$100 million	$284,000	0.28%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 67.63%
Number of High-Net-Worth Clients: 38
Total Client Accounts: 170
Discretionary Accounts: 170

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 309783

BROCHURE (2026-04-02) (fee schedule source) · View brochure text

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

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