Rader Wealth Management provides investment advice and financial planning to individuals, high-net-worth individuals, and pension plans. Rader Wealth Management creates investment plans tailored to each client's goals, risk tolerance, and time horizon. The firm offers ongoing portfolio management, pension consulting, and financial planning services covering areas like retirement, college, and debt management.
Assets Under Management$19M
Clients33
Advisors1
Avg. per Client$570K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.80% |
| $50K - $100K | 1.50% |
| $100K - $300K | 1.30% |
| $300K - $500K | 1.15% |
| $500K - $750K | 1.10% |
| $750K - $1.0M | 1.05% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.86% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.77% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.66% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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