Immaculate Wealth Management provides investment management and financial planning services primarily to individuals and high-net-worth clients. Led by Mark E. Rauguth, a Certified Financial Planner, the firm creates customized investment portfolios based on individual goals, time horizons, and risk tolerance, using fundamental, technical, and cyclical analysis. In addition to managing investments, Immaculate Wealth Management offers financial planning and consulting covering retirement, taxes, estate planning, insurance, and education funding. The firm operates as a registered investment advisor and charges fees based on a percentage of assets under management or through hourly and fixed fees for planning services. Clients should note that the principal may also offer insurance and brokerage products through separate affiliations, creating potential conflicts of interest.
Fee Structure
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% |
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.