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Have RIA, Inc.

Headquartered in PROVIDENCE, RI

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Firm Information

Have RIA, Inc., is an investment advisor registered with the SEC headquartered in PROVIDENCE, RI. They provide services including pension consulting, portfolio management for businesses, and other services, such as REAL ESTATE ASSET MANAGEMENT. The firm manages assets for clients including pension and profit-sharing plans, with a total of $160,314,080 under management.

Have RIA, Inc.

333 WESTMINSTER STREET

PROVIDENCE, RI 02903

$160.31M

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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real estate asset management

Real estate asset management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Renovation oversight, travel & consultant reimbursement

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Disclosures

There are no public disclosures for Have RIA, Inc..

Frequently Asked Questions (8)

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