Rialto Wealth Management is a fee-only fiduciary investment advisor that emphasizes comprehensive financial planning. We manage $441,000,000 for 229 households in Upstate New York and across the country. Like Dr. Dahle, we are firm believers in evidence-based low-cost investing and putting a focus on financial planning. We are committed to dedicating a meaningful amount of time to each client as evidenced by our low client to advisor ratio (46 to 1).

Members of our team have earned the following credentials: CFA, CFP, CPA, CPWA, and Juris Doctor. While each client of Rialto has a primary and secondary advisor, everyone is a client of the firm and the firm’s full resources. Whether you want help saving for retirement, with estate planning, paying down student loans, or saving for a shorter-term goal, the team at Rialto is here to help.

If you’re interested in learning more about our firm and how we can help you achieve your goals, please reach out to schedule an appointment.

Fee Structure

Ongoing Investment Management and Financial Planning:

First $1,000,000            0.75%
Next $4,000,000           0.55%
Next $5,000,000           0.35%
Above $10,000,000      0.20%

*We do not bill on assets held away.

Single Engagement Financial Plan: $3,250
These are discounted rates for WCI readers.

 

Rialto Wealth Management, LLC is an independent entity and is not affiliated, associated, authorized, endorsed by, or in any way connected with Rialto Capital Group Holdings, Inc., Rialto Management Group, LLC, Rialto Capital Management, LLC, Rialto Capital Advisors, LLC, or any of their respective affiliates, parent companies, or direct or indirect subsidiaries. Any similarity in name, branding, or services is purely coincidental and does not imply any relationship or connection.