Who We Serve
Railroad Street Wealth Management, LLC ("Railroad Street") has found that many successful people have dedicated their time and interest to their careers, their family and other quality of life pastimes. Full, successful lives often times don't leave enough time for them to properly take care of their finances. They don't have the time to clarify and prioritize their financial goals and grow and protect their financial assets. We realize your time is valuable and we will meet with you on the luxury of your own schedule. In your home or office. Railroad Street provides independent customized portfolio management services so you can focus on what is most important to you.
To maintain exceptional service to our client base, we have limited new relationships to individuals, families and companies with $250,000 or more to invest. Our fee schedule is as follows:
Assets Under Management Annual Rate Quarterly Rate
Up to $500,000 1.25% .3125%
$500,001 to $1,000,000 1.00% .25%
Over $1,000,000 .85% .2125%