Assets Under Management
$1.1B
Number of Clients
424
Number of Advisors
N/A
Average Client AUM
$2.7M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Rappaport Reiches Capital Management offers tailored financial planning and discretionary investment management using passive and index-related institutional funds. They diversify across U.S. and international markets, aiming for long-term performance, broad diversification, consistency, low cost, and tax efficiency. They also offer advice on a wide range of financial issues beyond investment planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
25% discount for not-for-profit clients who meet the $1,000,000 account minimum.
5202 Old Orchard Road, Suite 160, Skokie, IL, 60077