Rabe Investment Consulting Group (RICG) offers investment management and financial planning services to individuals, high net worth individuals, foundations, businesses, and corporations. RICG uses a holistic approach and acts as a fiduciary. RICG's investment approach is active, using quantitative analysis to screen for undervalued securities and balancing individual securities with exchange traded funds and mutual funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
Fee schedule may be based on cumulative household assets under management. Existing clients may be grandfathered and charged according to their existing fee rate and may pay a higher fee than those outlined in the graduated fee schedule above. Fees may be waived based upon certain criteria, including, but not limited to, anticipated future earning capacity and/or additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client relationships, account retention, and pro bono activities. For investment and wealth management services RICG provides to certain clients or for specific client holdings (e.g., held-away assets, 529 plans, etc.), we may negotiate a fee rate that differs from our standard fee schedule.