Rehoboth Financial Planning, Inc. provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create investment plans and manage client portfolios with discretionary authority. The firm also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. Rehoboth Financial Planning primarily recommends equities, ETFs, and mutual funds.
Assets Under Management$16M
Clients136
Advisors1
Avg. per Client$120K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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