Immaculate Wealth Management offers investment management services, creating investment strategies based on your goals, risk tolerance, and time horizon. They also offer financial planning services, including reviews of wills, estate plans, investments, taxes, and insurance. The firm's owner is also an insurance agent and registered representative of a broker-dealer, which could create a conflict of interest.
Assets Under Management$140M
Clients576
Advisors2
Avg. per Client$240K
Avg. per Advisor$70M
www.linkedin.com/in/jonah-rauguth-6478b3b6 ·www.immaculatewealth.com ·www.linkedin.com/in/merauguthimmaculate777
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3M+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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