Rechter Wealth Management Fees & Minimum

Overview

Total Firm Assets: $134 million
Average High-Net-Worth Client Portfolio Size: $3.3 million
Stated Minimum Account Size: $5,000,000

Fee Disclosure

Source: FORM ADV PART 2A (2026-04-15) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.00%
$500,001	$1,000,000	0.85%
$1,000,001	$2,000,000	0.65%
$2,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	$30,750	0.62%
$10 million	$55,750	0.56%
$50 million	$255,750	0.51%
$100 million	$505,750	0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 91.23%
Number of High-Net-Worth Clients: 37
Total Client Accounts: 180
Non-Discretionary Accounts: 180

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 125254

FORM ADV PART 2A (2026-04-15) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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