Recker Financial manages investment portfolios and provides financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Recker Financial also offers comprehensive financial planning for a fixed monthly fee, where a planner develops, implements, and monitors the plan.
Assets Under Management$14M
Clients68
Advisors1
Avg. per Client$210K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.95% |
| $100K - $250K | 0.85% |
| $250K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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