What are the fees for Ryder, Stilwell’s management of my financial affairs?
The annual fee for management of your liquid assets (cash and marketable securities) is 1.1% of the value of the assets being managed up to $3,000,000 plus 0.8% of the value in excess of $3,000,000 up to $5,000,000 plus 0.5% of the value in excess of $5,000,000 with a minimum liquid asset management fee of $6,000 per year.Fees for our Family Office services are based on the type of transactions and/or services being rendered.There is a one-time set up fee to review a Client’s financial records, to prepare an initial customized “Grand Plan”, and to establish the necessary accounts within our system. This fee is usually $1,500 but may vary depending on the condition of the records and the complexity of the Client’s financial situation.
