Rademacher Financial, Inc. offers personalized investment advice and financial planning services. They work with clients to determine their investment objectives and risk tolerance, then develop a tailored strategy. Services include portfolio management, financial planning, and individual retirement plan consulting. Rademacher Financial may also provide business succession advice and administrative services.
Fee Structure
Rademacher Financial's fee for managing your investments is a percentage of the value of your portfolio. The exact percentage depends on factors like the size of your account, the type of services you use, the investments chosen, and the investment strategy. The fee will not exceed 2.0% per year. Fees are charged quarterly in advance. For investments in annuities, the fee is 1.00% per year, charged quarterly in arrears. There is a minimum relationship value of $250,000 to maintain an advisory relationship, but this may be waived.