Rabbanian Financial Planning provides financial planning and portfolio management services. Planning covers areas like retirement, education funding, tax strategies, insurance, and estate planning. Investment management involves creating portfolios based on client goals and risk tolerance, using primarily low-cost mutual funds and ETFs. RFP acts as a fiduciary, prioritizing client interests.
Assets Under Management$61M
Clients26
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$61M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees may be negotiable in certain circumstances (e.g., large accounts or for family members). Minimum quarterly fee of $250.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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