Rauch Advisory offers tailored investment management and financial planning services to individuals and high net worth individuals. The firm manages investment portfolios exclusively through its wrap fee program, utilizing third-party money managers to allocate assets among exchange-traded funds and other investments according to each client's goals and risk profile. In addition to investment management, Rauch Advisory provides financial planning and consulting covering topics such as estate planning, retirement planning, tax strategies, and insurance reviews. The firm also offers retirement plan consulting services to employee benefit plans and their fiduciaries. Rauch Advisory was founded in 2010 and is based in Chesapeake, Virginia, with branch offices in Florida and North Carolina.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are charged as an annual wrap fee of up to 2.00% of assets under management. Fees are negotiable.