30 Years of Experience.
No Standard Advisory Fee.
Rayfield & Licata Private Wealth has been in the investment brokerage business for 30 years and has worked with clients using fixed income and mutual fund strategies that emphasize discipline and risk awareness. Our approach is structured to avoid the industry’s standard 1% annual advisory fee.
Disciplined Strategies
Focused on fixed income and mutual fund investments designed for stability in all market conditions.
No 1% Annual Fee
More of your money stays invested - compounding year after year for long-term growth.
Three Decades of Experience
Guiding clients through every major market event, from booms to downturns, without speculative hype.
Client-First Approach
Personalized guidance, clear communication, and investments aligned with your goals.
Have you calculated
what a 1% annual fee
could cost you over
time?
Paying a 1% fee year after year can reduce not only the amount invested but also the potential compounding on those dollars. Over time, even modest fees may have a meaningful impact on portfolio growth. The effect will vary depending on investment returns, time horizon, and other costs.