Adam Rall is a CFP-designated registered investment advisor at Rall Capital Management, INC., based in Rockledge, FL, with 5 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 157 clients with $120M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Client accounts may be aggregated for fee calculations. Fees are negotiable.
Fee Estimator
Contact
Adam Rall
Location
573 Barnes Blvd, Suite 103, Rockledge, FL, 32955
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 →Employment History
Current Registrations
Rall Capital Management, INC.
State Registrations1 state
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
- John Malatino, CFPRaymond James & Associates, INC.
- Gregory Phelps, CFPRaymond James Financial Services Advisors, INC
- Luke Mccarty, CFPMccarty Wealth
- Anthony Frezza, CFPAdvanced Tax & Investments, INC.
- Stephen Houser, CFPCetera Investment Advisers LLC
- Edward Donner, CFPAmeriprise Financial Services, LLC