Rakatansky Financial offers wealth management solutions through personal contact, investment management, and financial planning. Investment management involves creating a portfolio strategy using low-cost mutual funds and ETFs, and potentially individual stocks and bonds. Financial planning covers investment, retirement, education, and insurance needs. Rakatansky Financial may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$9M
Clients5
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. Total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 1.37% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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