Jake Rader is a registered investment advisor at Rader Wealth Management LLC, based in Las Vegas, NV, with 8 years of industry experience. Jake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 33 clients with $19M 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 $50K | 1.80% |
| $50K - $100K | 1.50% |
| $100K - $300K | 1.30% |
| $300K - $500K | 1.15% |
| $500K - $750K | 1.10% |
| $750K - $1.0M | 1.05% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.86% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.77% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.66% |
Fees are negotiable.
Fee Estimator
Location
8337 W Sunset Road, Suite 100, Las Vegas, NV, 89146
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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
Jake is a tax accountant for Coffey and Rader CPAs and may offer advice or products from this activity to clients. Rader Wealth Management LLC always acts in the best interest of the client.
Employment History
Current Registrations
Rader Wealth Management LLC
State Registrations1 state
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