David Ralicki
David Ralicki is a registered investment advisor at Ralicki Wealth Management & Trust Services, based in Stuart, FL, with 24 years of industry experience. David 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, Retirement Planning, and 1 more. Their firm serves 113 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ralicki Wealth Management does not charge clients directly for investment supervisory services. Instead, they receive a portion of the fees charged by the money manager or platform (AssetMark, Orion, or CPS Investment Advisors) managing the client's assets. The total fees, including the financial advisor fee, platform fees, investment manager fee, and other fees, will generally not exceed 1.5% of assets under management, but can be up to 2%.
Location
1235 SE Indian Street, Suite 102, Stuart, FL, 34997
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ralicki Wealth Management & Trust Services
Previous Registrations
Rch Wealth Management, LLC
Rch Wealth Management, LLC
State Registrations1 state
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