Raleigh Capital Management Inc.

Raleigh Capital Management Inc. is an investment adviser firm established in February 2009, based in North Carolina. The firm offers financial planning services, outside money managers, manager of managers services, and investment management. Clients can expect a broad range of investment options, including mutual funds, stocks, bonds, ETFs, and more. The firm typically requires a minimum investment of $250,000, which may be waived under certain circumstances. Fees for financial planning services are fixed, while investment management fees are negotiable and generally do not exceed 1.80% of assets under management per year. The firm may receive cash compensation from third-party investment model sponsors, creating a conflict of interest. Clients' assets are held at qualified custodians, and the firm does not vote proxies on behalf of clients. Raleigh Capital Management Inc. does not have any disciplinary information to disclose and does not engage in performance-based fees or side-by-side management. The firm conducts annual reviews of client portfolios and provides detailed account statements directly from the custodian. Clients are encouraged to review statements promptly and compare them with reports from the firm.