Ralicki Wealth Management provides investment advice, financial planning, and trust services. For investment management, Ralicki Wealth Management selects independent money managers for clients based on their risk tolerance and goals. Financial planning is offered as a complement to investment supervisory services or as a separate service. Trust services are also available.
Fee Structure
Ralicki Wealth Management does not charge clients directly for investment supervisory services. Instead, they receive a portion of the fees charged by the money manager or platform (AssetMark, Orion, or CPS Investment Advisors) managing the client's assets. The total fees, including the financial advisor fee, platform fees, investment manager fee, and other fees, will generally not exceed 1.5% of assets under management, but can be up to 2%.