Michael Rabe is a CFA-designated registered investment advisor at Rabe Investment Consulting Group, based in Richfield, OH, with 49 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 142 clients with $150M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
Fees may be based on cumulative household assets and are negotiable at the firm's discretion. Existing clients may be grandfathered on different fee schedules.
Fee Estimator
Location
4199 Kinross Lakes Parkway, Suite 210, Richfield, OH, 44286
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
Rabe Investment Consulting Group
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Painewebber IncorporatedBroker
Paine, Webber, Jackson & Curtis IncorporatedBroker
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
- Amanda Crighton, CFPRabe Investment Consulting Group
- Jordan Howd, CFPValmark Advisers, INC.
- Gavin Shindeldecker, CFPCharles Schwab & CO., INC.
- Jake Gilliam, CFACharles Schwab & CO., INC.
- Wayne Minich, ChFCWayne D. Minich & Company, INC.
- James Gehring, CFP