Sean Palmer is a registered investment advisor at Rechter Wealth Management, LLC, based in Clifton, VA, with 2 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 57 clients with $130M 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 | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fees are negotiable. A minimum asset size of $1,000,000 is normally required for RWM to manage a portfolio. However, currently, RWM is not accepting new clients regardless of asset size.
Fee Estimator
Location
Clifton, VA
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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
Sean provides tax preparation services. This activity is not investment-related.
Employment History
Current Registrations
Rechter Wealth Management, LLC
State Registrations1 state
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