Ricketts Financial provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and retirement plans. Investment management can be provided separately or as wealth management, which includes financial planning. Ricketts Financial manages client portfolios by allocating assets among individual stocks and bonds, mutual funds, and exchange-traded funds. The firm also uses independent investment managers.
Fee Structure
Ricketts Financial charges an annual fee based on the value of your portfolio. This fee ranges from 0.25% to 1.25% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance, based on the market value of your investments on the last day of the previous quarter.