Rauch Advisory offers investment advice through its wrap fee program, where client assets are managed by a third-party sub-advisor, Bison Wealth. Rauch Advisory also provides financial planning and consulting services, covering topics like estate planning, investment planning, tax planning, and insurance reviews. They also offer retirement plan consulting services to employee benefit plans. Clients make all final investment decisions, except for accounts managed under the wrap fee program.
Assets Under Management$45M
Clients153
Advisors3
Avg. per Client$290K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$10K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. A portion of the wrap fee, typically not exceeding 0.40%, is paid to Bison Wealth for sub-advisory services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...