Rpata, Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$67,633,000
Total clients
34
12% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
11
Average account size
$1,989,206
Client services
Fee options
Fixed fees determined on an individual basis for financial planning and retirement plan consulting services
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $5,000,000: 1.00% annually $5,000,001+: 0.75% annually
$100 to $500 per hour for financial planning services
Account minimum: $100,000 Minimum fee: $1,500 minimum annual fee, may be waived at firm's discretion Fee-only: Hourly fees range from $100 to $500; fixed fees negotiated individually for financial planning services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Rpata, Llc
Memphis TN, United States
Number of offices
1
Quick links
Advisors at this firm
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