Rachor Investment Advisory Services provides investment advice and financial planning services to individuals, high net worth individuals, trusts, retirement plans, charitable organizations, and corporations. Rachor offers two main investment strategies: a diversified strategy using ETFs and mutual funds, and a concentrated strategy using third-party private money managers. Financial planning services are included at no extra cost for investment advisory clients.
Assets Under Management$210M
Clients483
Advisors4
Avg. per Client$430K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $7.5M | 0.25% |
| $7.5M - $10.0M | 0.13% |
| $10.0M - $12.5M | 0.06% |
| $12.5M - $15.0M | 0.03% |
| $15.0M - $17.5M | 0.02% |
| $17.5M - $20.0M | 0.01% |
| $20M+ | 0.00% |
Rachor may negotiate alternative fees on a client-by-client basis. Employees, some family members, and friends may receive lower fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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