Rabenold Advisors offers investment management services tailored to each client's needs, including asset allocation, portfolio construction, and ongoing monitoring. They primarily use mutual funds and ETFs. Financial planning services are also offered, covering retirement, cash flow, education funding, estate planning, insurance review, and tax strategies. Planning can be part of an ongoing advisory relationship or a standalone engagement.
Assets Under Management$36M
Clients82
Advisors1
Avg. per Client$430K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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