The Raelipskie Partnership Fees & Minimum

Overview

Total Firm Assets: $1.1 billion
Average High-Net-Worth Client Portfolio Size: $1.7 million
Stated Minimum Account Size: $750,000

Fee Disclosure

Source: FORM ADV PART 2A (2026-03-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$375,000	1.50%
$375,001	$1,475,000	0.75%
$1,475,001	$2,225,000	0.50%
$2,225,001	and above	0.25%

Stated Minimum Annual Fee: $8,500

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,312	1.03%
$5 million	$24,562	0.49%
$10 million	$37,062	0.37%
$50 million	$137,062	0.27%
$100 million	$262,062	0.26%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 72.97%
Number of High-Net-Worth Clients: 467
Total Client Accounts: 2,564
Discretionary Accounts: 2,564

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 327652

FORM ADV PART 2A (2026-03-31) (fee schedule source) · View brochure text

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

Frequently Asked Questions

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