Rademacher Financial, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Rademacher Financial is a registered investment advisor based in Lawrence, Kansas, providing tailored investment advisory services since 1999. The firm offers portfolio management services with the authority to make trades on your behalf, financial planning and consulting services covering topics like business succession and insurance needs, and individual retirement plan consulting. Investment management is guided by your personal risk tolerance and goals, primarily utilizing mutual funds, exchange-traded funds, individual stocks, and bonds. Rademacher Financial emphasizes a fiduciary commitment to act in your best interest. While providing comprehensive advice, certain team members are also licensed insurance agents who may sell commission-based insurance products, creating a potential conflict of interest that the firm addresses through its fiduciary standards.

Assets Under Management$230M
Clients343
Advisors6
Avg. per Client$680K
Avg. per Advisor$39M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees depend on asset size, services provided, and strategy, but will not exceed 2.0% and are negotiable. Annuities included in management are billed separately at a non-negotiable 1.00% annual rate in arrears.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

6 Advisors at this firm

Rademacher Financial, INC. - Fees, AUM & Advisors | TrueAdvisor