Von Reckers Wealth Management offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretion. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. VRWM primarily recommends growth and income equities, but may use other securities to diversify portfolios.
Assets Under Management$26M
Clients94
AdvisorsN/A
Avg. per Client$280K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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