WealthRhino creates custom solutions for our members’ investment needs. We have access to the world’s top professional institutional money managers and we’re able to bring them to our clients without a minimum account size.
When it comes to fees, we try to keep things simple and transparent. All accounts are managed under a 1.00% All-In Program fee which includes all account administration and advisory costs.
(*Includes advisory fee and TD Ameritrade platform fee; third-party service provider fees for the program can range from 0.00% to 0.80% depending on the portfolio strategies selected for the account)
Our Tax Overlay Program is an ideal solution for mitigating the impact of taxes on taxable portfolios. The services includes protecting low basis positions, wash sale monitoring and deferrals, and tax-loss harvesting, among other tax-minimizing activities.
There hasn’t been an account type we here at WealthRhino couldn’t manage for you. Here’s a brief list of some of the more common accounts we’ve helped our members with:
WealthRhino has partnered with one of the most respected and largest brokerage firms in the world to administer and custody your account, so you have peace of mind knowing your money rests with a trusted, established institution