Eric Raether
Eric Raether is a CFP-designated registered investment advisor at Canopy Wealth Management, based in Middleton, WI, with 32 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 601 clients with $1.2B 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 | 1.20% |
| $500K - $1.5M | 0.80% |
| $1.5M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are charged quarterly in advance based on average daily market value. Fee schedules and account minimums may be negotiable based on account size, type, and service level.
Fee Estimator
Location
8215 Greenway Boulevard, Suite 540, Middleton, WI, 53562
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2018Other Business Activities
Eric is a board member of Semper Fidelis since 2015, dedicating minimal time. He votes on board resolutions and is authorized to trade in the organization's brokerage account.
Employment History
Current Registrations
Canopy Wealth Management
Previous Registrations
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations3 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
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