Rall Capital Management offers investment management and financial planning services. They work with clients to create investment plans and manage portfolios based on individual needs and goals. Financial planning covers areas like net worth, cash flow, insurance, retirement, tax, and estate planning. Clients receive access to a planning portal and have regular progress meetings.
Assets Under Management$110M
Clients152
Advisors2
Avg. per Client$720K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Client accounts may be aggregated for fee calculations. Existing clients may have a different fee structure. Clients may negotiate a lesser fee based on specific circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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