Rebecca Raff is a CFP-designated registered investment advisor at Nadler Financial Group, INC., based in Deerfield, IL, with 14 years of industry experience. Rebecca is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,072 clients with $2.2B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable. The Focused Investment Objective Program offers an alternative schedule: first $1M at 0.85%, $1M-$1.5M at 0.75%, and above $1.5M negotiable. Legacy clients may have different grandfathered rates.
Fee Estimator
Location
750 Estate Drive, Suite 110, Deerfield, IL, 60015
Get directionsHistory
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 →Other Business Activities
Rebecca works as a Financial Planning Relationship Manager at Nadler Financial Group RIA, where she is also a shareholder. This role involves investment advisory, financial planning, and relationship management, taking nearly all of Rebecca's time.
Employment History
Current Registrations
Nadler Financial Group, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
Peak6 Capital Management LLCBroker
State Registrations2 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
More Advisors
- Philip Sloan, CFP, ChFC, PFSNadler Financial Group, INC.
- Nancy Fehrenbach, CFA, CFPNadler Financial Group, INC.
- Eric Miller, CFPNadler Financial Group, INC.
- Zachary Zewiske, CFPNadler Financial Group, INC.
- Todd Oldham, CFPEagle Strategies LLC
- Scott Kesten, CFPAmeriprise Financial Services, LLC