RACK Consulting LLC provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. RACK Consulting creates an Investment Policy Statement for each client, outlining their current situation. The firm generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$5.8M
Clients5
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$5.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.99% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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