Rich & Company LLC

Rich & Company provides investment management, financial planning, and family office oversight primarily for high‑net‑worth individuals and families, using both portfolio management and project‑based consulting. The firm typically requires a $2,000,000 account minimum (subject to waiver) and also offers tax planning and annual tax return preparation as part of integrated advisory services.

The firm tailors advice to each client’s circumstances and offers both discretionary portfolio management and non‑discretionary consulting and reporting, including selection and evaluation of third‑party managers. Rich & Company explicitly incorporates private placements and direct investments into client reporting and fee calculations and maintains a documented valuation policy and ongoing monitoring for illiquid holdings.

What is distinctive about the firm is the scale of its advisory‑only work relative to its regulatory AUM: as of February 1, 2026 it reported $9,383,980 in Regulatory AUM versus $47,672,479 in Assets Under Advisement and $7,064,316 of private placements/direct investments, and it provides consolidated reporting and advisor‑oversight for complex, multi‑entity clients. The firm is affiliated with a licensed CPA practice (Richco Advisory and Tax), which performs tax preparation and supports the firm’s family office retainers (noted retainer ranges of $60,000–$120,000 and one‑time setup fees of $3,000–$7,500) to coordinate investment, tax, and estate considerations.