Rawlings Wealth Management offers financial planning services covering cash flow, debt management, risk management, employee benefits, retirement planning, tax strategies, college funding, and estate planning. They also provide investment supervisory services, managing portfolios based on client goals and risk tolerance. Rawlings Wealth Management may recommend third-party investment managers.
Assets Under Management$16M
Clients38
Advisors1
Avg. per Client$410K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be discounted for aggregated accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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