Rutherford Investment Management Fees & Minimum

Overview

Headquarters: Portland, OR
Total Firm Assets: $250 million
Average High-Net-Worth Client Portfolio Size: $4.7 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: FORM ADV PART 2 - (2026-02-09) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$25,000,000	1.25%
$25,000,001	$50,000,000	1.00%
$50,000,001	and above	0.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$62,500	1.25%
$10 million	$125,000	1.25%
$50 million	$562,500	1.12%
$100 million	$937,500	0.94%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 88.68%
Number of High-Net-Worth Clients: 47
Total Client Accounts: 126
Discretionary Accounts: 126

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 167545

FORM ADV PART 2 - (2026-02-09) (fee schedule source) · View brochure text

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

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Rutherford Investment Management