Rappaport Reiches Capital Management,

Assets Under Management

$1.1B

Number of Clients

424

Number of Advisors

N/A

Average Client AUM

$2.7M

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)

About This Firm

Rappaport Reiches Capital Management offers tailored financial planning and discretionary investment management using passive and index-related institutional funds. They diversify across U.S. and international markets, aiming for long-term performance, broad diversification, consistency, low cost, and tax efficiency. They also offer advice on a wide range of financial issues beyond investment planning.

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.25%

25% discount for not-for-profit clients who meet the $1,000,000 account minimum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
Loading...
Location

5202 Old Orchard Road, Suite 160, Skokie, IL, 60077

0 Advisors at this firm

No advisors found for this firm.