Recker Capital Management is an investment advisory firm founded in 2026 and based in Pennsylvania. Recker Capital provides wealth management services, which combine personalized investment portfolio management with financial planning. When managing portfolios, Recker Capital builds customized asset allocations using stocks, bonds, mutual funds, exchange-traded funds, and cash, and may also utilize third-party investment models or independent managers. Recker Capital tailors its services to individual client goals, risk tolerances, and tax considerations, and allows clients to place reasonable restrictions on their investments. In addition to investment management, Recker Capital offers financial planning as a standalone service or alongside portfolio management at no additional fee. Planning covers areas such as cash flow and debt management, college savings, employee benefits, retirement planning, risk management, and tax strategies. Recker Capital also provides retirement plan consulting services to employer plan sponsors. Recker Capital operates as a fee-only firm, meaning compensation comes solely from clients through asset-based or fixed fees, without commissions or product sales charges.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $750K | 0.70% |
| $750K+ | 0.50% |
Fees are negotiable and may vary based on factors such as total assets, complexity, and scope of services.