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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 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% |
Clients who maintain less than $750,000 of assets under management may be subject to a $7,500 annual minimum fee. Focused Investment Objective Program: First $1,000,000: 0.85% per year, $1,000,000 - $1,500,000: 0.75% per year, Over $1,500,000: Negotiable. Clients with less than $235,300 are subject to a $2,000 annual minimum fee. Legacy Clients: First $1,000,000: 1.0% per year, $1,000,000 - $2,000,000: 0.75% per year, Over $2,000,000: 0.50% per year.
Fee Estimator
Location
750 Estate Drive, Suite 110, Deerfield, IL, 60015
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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 →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
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