Elizabeth Ratashak-Vogel is a CFP-designated registered investment advisor at R&v Personal Finance, LLC, based in Decorah, IA, with 6 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 16 clients with $8.8M 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 $250K | 0.96% |
| $250K - $1.0M | 0.84% |
| $1.0M - $2.0M | 0.72% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.48% |
Asset management fees are negotiable in limited circumstances.
Fee Estimator
Contact
Elizabeth Ratashak-Vogel
Location
Decorah, IA
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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.
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Elizabeth works as an as-needed substitute teacher for Decorah Public School, dedicating a few hours per week. She also co-operates a short-term rental as a passive activity, spending minimal time on it.
Employment History
Current Registrations
R&v Personal Finance, LLC
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
Additional Information
Betsy is a fee-only fiduciary financial planner serving women in medicine and their families. With over a decade of experience in personal finance, she strives to support her clients to ease the burden of financial decision making, planning, and management. She can also be found savoring a robust cup of coffee, reading Dragons Love Tacos and exploring the beautifulDriftless Areawith her spouse and two children.