Raskin Global Inc. offers personalized investment management, financial consulting, and specialized divorce financial analysis for individuals, high net worth clients, and business owners. Investment management services are provided through partnerships with external platforms like SEI Investments, Matson Money, and AssetMark, tailoring portfolio allocations to each client's goals and risk tolerance. For ongoing financial planning, Raskin Global offers tiered subscription levels (Basic, Standard, Premium, and Business Planning) covering services such as tax return reviews, insurance analysis, estate coordination, and retirement income planning. The firm also provides project-based one-time financial consulting and divorce financial analysis packages. Raskin Global operates as a registered investment advisor founded in 2021 and is managed by Leonard Raskin.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $4.0M | 0.99% |
| $4.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are negotiable. Different fee schedules apply when using alternative third-party platforms such as AssetMark (max 1.49%) or held-away accounts (max 0.50%).