Rapport Financial provides financial planning and wealth management services to individuals, families, retirement plans, and charitable organizations, with a focus on doctors and business owners. Services include investment management, tax planning, insurance reviews, retirement planning, and estate planning. Rapport Financial acts as a fiduciary, always working in the client's best interest. Client assets are held at an independent third-party custodian, typically Charles Schwab.
Assets Under Management$44M
Clients30
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Some clients may be subject to a different fee structure depending on when they became a client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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