T.H. Rapko & Company, LLC offers ongoing investment management services. They create a plan for each client based on their financial situation and risk tolerance. They typically invest in equities, bonds, and ETFs, but may use other investments to diversify portfolios. T.H. Rapko & Company requests the authority to make trades without asking for permission each time.
Assets Under Management$34M
Clients36
Advisors1
Avg. per Client$940K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1.00% annual fee for all assets invested in bonds. 2.00% annual fee for all assets that utilize a covered-call strategy. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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