Rechter Wealth Management (RWM) offers personalized investment advice and financial planning to individuals, small businesses, non-profits, trusts, and estates. RWM creates financial plans to help clients achieve their financial goals. For investment management, RWM develops an asset allocation plan tailored to the client's objectives and risk tolerance, using no-load or load-waived mutual funds. Portfolios are monitored and reviewed with clients quarterly or semi-annually. All assets are managed on a non-discretionary basis, meaning RWM needs client approval before making any trades.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fees are negotiable. A minimum asset size of $1,000,000 is normally required for RWM to manage a portfolio. However, currently, RWM is not accepting new clients regardless of asset size.