Brian Rahlfs is a CFA-designated registered investment advisor at Rahlfs Capital, LLC, based in Carrollton, TX, with 22 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management. Their firm serves 15 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.55% |
| $15M+ | 0.40% |
Schedule is for all equity and balanced portfolios. All fixed income portfolios have lower rates. Clients almost always negotiate a single fixed percentage rate easily applied to the value on your month-end valuation for ease of audit and understanding, and such rate continues unless renegotiated.
Fee Estimator
Location
Carrollton, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rahlfs Capital, LLC
State Registrations1 state
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