Robert Rall is a CFP-designated registered investment advisor at Rall Capital Management, INC., based in Merritt Island, FL, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 152 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Client accounts may be aggregated for fee calculations. Existing clients may have a different fee structure. Clients may negotiate a lesser fee based on specific circumstances.
Fee Estimator
Contact
Robert Rall
Location
Merritt Island, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rall Capital Management, INC.
Previous Registrations
CPA Wealth Management Services PA
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Bob and his wife, Gina, are both active members of the local fitness community. Together, they have traveled to many parts of the country to run marathons. Before being slowed by a knee injury he sustained a few years ago, they had each completed more than 20 full marathons, a number of half-marathons, and they still participate in many of the local races of various distances. Their latest fitness passion is working out with an early morning CrossFit group. Bob has served on the Board ofSpace Coast Runners, a local non-profit group promoting fitness through running and walking, for several years. He has served as President, Treasurer, and as Editor of the Club’s newsletter when it was awarded “Outstanding E-Newsletter – 2014” by the national running group, Road Runners Club of America. He was awarded the “Silver Shoe” award by Space Coast Runners in 2013 for his service and commitment to the Club.